Zurich Cantonal Bank’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.64M | Sell |
8,727
-4,425
| -34% | -$1.78M | 0.01% | 826 |
|
|
2026
Q1 | $4.78M | Sell |
13,152
-467
| -3% | -$181K | 0.01% | 669 |
|
|
2025
Q4 | $4.59M | Sell |
13,619
-703
| -5% | -$251K | 0.01% | 644 |
|
|
2025
Q3 | $5.79M | Buy |
14,322
+966
| +7% | +$413K | 0.01% | 574 |
|
|
2025
Q2 | $5.9M | Buy |
13,356
+86
| +0.6% | +$39.9K | 0.01% | 553 |
|
|
2025
Q1 | $6.75M | Buy |
13,270
+119
| +0.9% | +$58.7K | 0.02% | 520 |
|
|
2024
Q4 | $6.23M | Buy |
13,151
+247
| +2% | +$125K | 0.02% | 531 |
|
|
2024
Q3 | $6.35M | Sell |
12,904
-2,311
| -15% | -$1.11M | 0.02% | 529 |
|
|
2024
Q2 | $7.05M | Buy |
15,215
+586
| +4% | +$268K | 0.02% | 476 |
|
|
2024
Q1 | $6.32M | Sell |
14,629
-1,803
| -11% | -$724K | 0.02% | 496 |
|
|
2023
Q4 | $7.04M | Sell |
16,432
-228
| -1% | -$88.3K | 0.03% | 464 |
|
|
2023
Q3 | $6.29M | Buy |
16,660
+2,718
| +19% | +$983K | 0.03% | 457 |
|
|
2023
Q2 | $5.32M | Buy |
13,942
+9,790
| +236% | +$3.32M | 0.02% | 492 |
|
|
2023
Q1 | $1.32M | Buy |
4,152
+23
| +0.6% | +$6.76K | 0.01% | 793 |
|
|
2022
Q4 | $1.03M | Sell |
4,129
-160
| -4% | -$42.1K | 0.01% | 870 |
|
|
2022
Q3 | $1.1M | Buy |
4,289
+196
| +5% | +$53.1K | 0.01% | 818 |
|
|
2022
Q2 | $977K | Sell |
4,093
-147
| -3% | -$38.7K | 0.01% | 871 |
|
|
2022
Q1 | $1.29M | Sell |
4,240
-134
| -3% | -$38.2K | 0.01% | 839 |
|
|
2021
Q4 | $1.37M | Buy |
4,374
+1,102
| +34% | +$326K | 0.01% | 876 |
|
|
2021
Q3 | $866K | Buy |
+3,272
| New | +$918K | ﹤0.01% | 993 |
|
|
2021
Q1 | – | Sell |
-4,030
| Closed | -$913K | – | 2645 |
|
|
2020
Q4 | $913K | Buy |
4,030
+326
| +9% | +$74.9K | 0.01% | 986 |
|
|
2020
Q3 | $863K | Buy |
3,704
+166
| +5% | +$37.4K | 0.01% | 885 |
|
|
2020
Q2 | $629K | Buy |
3,538
+932
| +36% | +$154K | 0.01% | 921 |
|
|
2020
Q1 | $412K | Buy |
2,606
+507
| +24% | +$85.6K | ﹤0.01% | 921 |
|
|
2019
Q4 | $378K | Buy |
2,099
+117
| +6% | +$20.6K | ﹤0.01% | 1006 |
|
|
2019
Q3 | $335K | Buy |
1,982
+141
| +8% | +$22.9K | ﹤0.01% | 1017 |
|
|
2019
Q2 | $301K | Hold |
1,841
| – | – | ﹤0.01% | 1048 |
|
|
2019
Q1 | $264K | Sell |
1,841
-323
| -15% | -$46.3K | ﹤0.01% | 1072 |
|
|
2018
Q4 | $301K | Buy |
2,164
+252
| +13% | +$38.4K | ﹤0.01% | 1017 |
|
|
2018
Q3 | $341K | Hold |
1,912
| – | – | ﹤0.01% | 1037 |
|
|
2018
Q2 | $341K | Buy |
1,912
+96
| +5% | +$17.5K | ﹤0.01% | 999 |
|
|
2018
Q1 | $329K | Hold |
1,816
| – | – | ﹤0.01% | 985 |
|
|
2017
Q4 | $309K | Buy |
1,816
+476
| +36% | +$78.6K | ﹤0.01% | 981 |
|
|
2017
Q3 | $216K | Hold |
1,340
| – | – | ﹤0.01% | 1001 |
|
|
2017
Q2 | $207K | Buy |
1,340
+166
| +14% | +$23.7K | ﹤0.01% | 983 |
|
|
2017
Q1 | $168K | Buy |
1,174
+343
| +41% | +$51.4K | ﹤0.01% | 1059 |
|
|
2016
Q4 | $123K | Hold |
831
| – | – | ﹤0.01% | 1187 |
|
|
2016
Q3 | $117K | Buy |
831
+92
| +12% | +$13.2K | ﹤0.01% | 1169 |
|
|
2016
Q2 | $104K | Hold |
739
| – | – | ﹤0.01% | 1127 |
|
|
2016
Q1 | $100K | Buy |
739
+182
| +33% | +$22.1K | ﹤0.01% | 1130 |
|
|
2015
Q4 | $65K | Buy |
557
+242
| +77% | +$29.8K | ﹤0.01% | 1314 |
|
|
2015
Q3 | $37K | Buy |
315
+244
| +344% | +$30.4K | ﹤0.01% | 1258 |
|
|
2015
Q2 | $9K | Hold |
71
| – | – | ﹤0.01% | 1470 |
|
|
2015
Q1 | $9K | Buy |
+71
| New | +$8.15K | ﹤0.01% | 1446 |
|
Other funds holding WSO
Zurich Cantonal Bank's WSO Position: Q2 2026 in Review
Zurich Cantonal Bank reduced its Watsco Inc (WSO) stake by 34% in Q2 2026, selling an estimated $1.78M and leaving 8,727 shares worth $3.64M. The position accounts for 0.01% of the portfolio, ranked #826.
Zurich Cantonal Bank first reported a position in WSO in Q1 2015 and has held it in 44 quarters since. The position peaked at $7.05M in Q2 2024. 782 funds tracked by Wall St. Rank hold WSO as of Q2 2026.
- Zurich Cantonal Bank held 8,727 shares of Watsco Inc worth $3.64M as of Q2 2026.
- Zurich Cantonal Bank sold 4,425 Watsco Inc shares in Q2 2026, an estimated $1.78M.
- Watsco Inc made up 0.01% of Zurich Cantonal Bank's portfolio in Q2 2026, its #826 holding.
- Zurich Cantonal Bank first reported a position in Watsco Inc in Q1 2015 and has held it in 44 quarters since.
- Zurich Cantonal Bank's Watsco Inc position peaked at $7.05M in Q2 2024.
- 782 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.
Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.