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UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Position in WSO — Watsco Inc

CIK 861177 NEW YORK, NY

Position in WSO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$56,277,297
+$1,820,850 QoQ
Shares Held
135,045
-9.8% QoQ
Ownership
0.327%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#44
of 780 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 43% Shared 0% None 57%

Common Shares in WSO Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Jun 30, 2026

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $2,024,832,758 across 19 Industrial Distribution names. WSO ranks #4 (2.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 WSO
Watsco Inc
This page
135,045 $56,277,297

All Filings in WSO

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $56,277,297 135,045
2026-03-31 $54,456,447 149,692
2025-12-31 $43,324,353 128,578
2025-09-30 $52,172,486 129,044
2025-06-30 $70,830,986 160,389
2025-03-31 $73,733,993 145,060
2024-12-31 $61,785,301 130,379
2024-09-30 $58,464,850 118,860
2024-06-30 $62,939,024 135,867
2024-03-31 $54,029,075 125,076
2023-12-31 $53,431,063 124,702
2023-09-30 $44,381,340 117,498
2023-06-30 $24,335,492 63,794
2023-03-31 $20,296,695 63,794
2022-12-31 $15,308,915 61,383
2022-09-30 $14,213,591 55,207
2022-06-30 $14,458,159 60,540
2022-03-31 $19,277,312 63,279
2021-12-31 $19,732,399 63,067
2021-09-30 $17,626,864 66,612
2021-06-30 $18,485,696 64,491
2021-03-31 $15,783,976 60,533
2020-12-31 $13,554,709 59,831
2020-09-30 $12,181,541 52,306
2020-06-30 $9,209,478 51,826
2020-03-31 $8,187,215 51,808