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Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
63.9
66 neu, 144 erhöht, -876645K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | WATSCO INC |
|---|---|
| Ticker | WSO |
| CIK | 0000105016 |
Branche
| SIC-Code | 5070 |
|---|---|
| Beschreibung | Wholesale-Hardware & Plumbing & Heating Equipment & Supplies |
Wertpapier
| CUSIP | 942622101 |
|---|---|
| ISIN | US9426221019 |
| Typ | Common Stock |
| Titel | WATSCO INC |
Status
| Zuletzt geprüft | 2026-03-20 22:34:47.540423 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Capital International Investors | 4,642,893 | 2,285,895 | 2,356,998 | 1,564,422,796 | Aufgestockt | +103,1% | |
| BlackRock, Inc. | 3,685,281 | 3,742,488 | -57,207 | 1,241,755,563 | Reduziert | -1,5% | |
| VANGUARD GROUP INC | 3,523,522 | 3,551,068 | -27,546 | 1,187,250,738 | Reduziert | -0,8% | |
| FMR LLC | 1,966,899 | 3,001,863 | -1,034,964 | 662,746,718 | Reduziert | -34,5% | |
| STATE STREET CORP | 1,240,636 | 1,238,121 | 2,515 | 418,032,300 | Aufgestockt | +0,2% | |
| BAILLIE GIFFORD & CO | 917,492 | 944,086 | -26,594 | 309,148,930 | Reduziert | -2,8% | |
| MORGAN STANLEY | 825,455 | 613,531 | 211,924 | 278,139,111 | Aufgestockt | +34,5% | |
| GEODE CAPITAL MANAGEMENT, LLC | 638,014 | 632,838 | 5,176 | 214,372,879 | Aufgestockt | +0,8% | |
| MARKEL GROUP INC. | 577,669 | 565,169 | 12,500 | 194,645,571 | Aufgestockt | +2,2% | |
| DAVENPORT & Co LLC | 470,177 | 356,844 | 113,333 | 159,292,528 | Aufgestockt | +31,8% | |
| Capital World Investors | 434,018 | 634,018 | -200,000 | 146,242,365 | Reduziert | -31,5% | |
| WELLS FARGO & COMPANY/MN | 426,355 | 452,612 | -26,257 | 143,660,329 | Reduziert | -5,8% | |
| RAYMOND JAMES FINANCIAL INC | 393,870 | 410,120 | -16,250 | 132,714,524 | Reduziert | -4,0% | |
| Neuberger Berman Group LLC | 382,845 | 482,107 | -99,262 | 128,999,496 | Reduziert | -20,6% | |
| NORGES BANK | 328,989 | 192,079 | 136,910 | 110,852,844 | Aufgestockt | +71,3% | |
| NORTHERN TRUST CORP | 319,162 | 328,796 | -9,634 | 107,541,636 | Reduziert | -2,9% | |
| GOLDMAN SACHS GROUP INC | 306,319 | 339,177 | -32,858 | 103,217,059 | Reduziert | -9,7% | |
| RENAISSANCE TECHNOLOGIES LLC | 305,280 | 138,200 | 167,080 | 102,864,096 | Aufgestockt | +120,9% | |
| BAHL & GAYNOR INC | 260,786 | 258,285 | 2,501 | 87,871,843 | Aufgestockt | +1,0% | |
| DIMENSIONAL FUND ADVISORS LP | 235,512 | 237,578 | -2,066 | 79,385,803 | Reduziert | -0,9% | |
| JPMORGAN CHASE & CO | 214,802 | 315,625 | -100,823 | 72,378,300 | Reduziert | -31,9% | |
| BANK OF AMERICA CORP /DE/ | 213,603 | 151,611 | 61,992 | 71,973,427 | Aufgestockt | +40,9% | |
| WELCH & FORBES LLC | 210,718 | 213,231 | -2,513 | 71,001,601 | Reduziert | -1,2% | |
| UBS Group AG | 186,875 | 113,898 | 72,977 | 62,967,531 | Aufgestockt | +64,1% | |
| Vantage Investment Partners, LLC | 166,172 | 97,730 | 68,442 | 55,991,655 | Aufgestockt | +70,0% | |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 152,445 | 116,342 | 36,103 | 51,366,343 | Aufgestockt | +31,0% | |
| WELLINGTON MANAGEMENT GROUP LLP | 149,006 | 186,976 | -37,970 | 50,207,571 | Reduziert | -20,3% | |
| Corient Private Wealth LLC | 145,405 | 0 | 145,405 | 49,000,660 | Neu | +100,0% | |
| BENJAMIN EDWARDS INC | 145,131 | 146,533 | -1,402 | 48,920,916 | Reduziert | -1,0% | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 128,578 | 0 | 128,578 | 43,324,358 | Neu | +100,0% | |
| CITIGROUP INC | 125,098 | 29,538 | 95,560 | 42,151,771 | Aufgestockt | +323,5% | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 120,497 | 63,599 | 56,898 | 40,601,464 | Aufgestockt | +89,5% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 115,600 | 88,134 | 27,466 | 38,951,420 | Aufgestockt | +31,2% | |
| Conestoga Capital Advisors, LLC | 115,568 | 94,449 | 21,119 | 38,940,638 | Aufgestockt | +22,4% | |
| AEGON ASSET MANAGEMENT UK PLC | 114,004 | 121,191 | -7,187 | 38,439,920 | Reduziert | -5,9% | |
| DONALDSON CAPITAL MANAGEMENT, LLC | 109,931 | 124,789 | -14,858 | 37,041,419 | Reduziert | -11,9% | |
| Baird Financial Group, Inc. | 109,609 | 105,536 | 4,073 | 36,932,753 | Aufgestockt | +3,9% | |
| STIFEL FINANCIAL CORP | 103,504 | 112,821 | -9,317 | 34,878,320 | Reduziert | -8,3% | |
| RHUMBLINE ADVISERS | 103,364 | 103,040 | 324 | 34,828,438 | Aufgestockt | +0,3% | |
| Legal & General Group Plc | 100,452 | 108,688 | -8,236 | 33,847,301 | Reduziert | -7,6% | |
| Swiss National Bank | 95,644 | 100,644 | -5,000 | 32,227,246 | Reduziert | -5,0% | |
| HOWLAND CAPITAL MANAGEMENT LLC | 83,861 | 91,112 | -7,251 | 28,256,964 | Reduziert | -8,0% | |
| Invesco Ltd. | 78,336 | 73,473 | 4,863 | 26,395,460 | Aufgestockt | +6,6% | |
| PRINCIPAL FINANCIAL GROUP INC | 77,763 | 80,806 | -3,043 | 26,202,244 | Reduziert | -3,8% | |
| RIVERBRIDGE PARTNERS LLC | 69,410 | 86,349 | -16,939 | 23,387,802 | Reduziert | -19,6% | |
| GENEVA CAPITAL MANAGEMENT LLC | 67,519 | 65,221 | 2,298 | 22,750,443 | Aufgestockt | +3,5% | |
| EULAV Asset Management | 55,900 | 55,900 | 0 | 22,600,370 | Unverändert | 0,0% | |
| CAPITAL ADVISORS INC/OK | 66,377 | 62,848 | 3,529 | 22,365,621 | Aufgestockt | +5,6% | |
| DEUTSCHE BANK AG\ | 64,048 | 64,322 | -274 | 21,580,974 | Reduziert | -0,4% | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 59,125 | 47,974 | 11,151 | 19,922,169 | Aufgestockt | +23,2% |
Insider-Transaktionen (12 Monate)
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2025-06-10 | Custer John Michael | Director | Open Market Sale | -2,200 | 448.27 | -986,194.00 | -100,0% | |
| 2025-06-10 | Custer John Michael | Director | Open Market Sale | -2,200 | 448.27 | -986,194.00 | -100,0% |
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| Capital International Investors | 4,642,893 | 1,564,422,796 | 16.74 |
| BlackRock, Inc. | 3,685,281 | 1,241,755,563 | 13.29 |
| VANGUARD GROUP INC | 3,523,522 | 1,187,250,738 | 12.71 |
| FMR LLC | 1,966,899 | 662,746,718 | 7.09 |
| STATE STREET CORP | 1,240,636 | 418,032,300 | 4.47 |
| BAILLIE GIFFORD & CO | 917,492 | 309,148,930 | 3.31 |
| MORGAN STANLEY | 825,455 | 278,139,111 | 2.98 |
| GEODE CAPITAL MANAGEMENT, LLC | 638,014 | 214,372,879 | 2.29 |
| MARKEL GROUP INC. | 577,669 | 194,645,571 | 2.08 |
| DAVENPORT & Co LLC | 470,177 | 159,292,528 | 1.70 |
| Capital World Investors | 434,018 | 146,242,365 | 1.57 |
| WELLS FARGO & COMPANY/MN | 426,355 | 143,660,329 | 1.54 |
| RAYMOND JAMES FINANCIAL INC | 393,870 | 132,714,524 | 1.42 |
| Neuberger Berman Group LLC | 382,845 | 128,999,496 | 1.38 |
| NORGES BANK | 328,989 | 110,852,844 | 1.19 |
| NORTHERN TRUST CORP | 319,162 | 107,541,636 | 1.15 |
| GOLDMAN SACHS GROUP INC | 306,319 | 103,217,059 | 1.10 |
| RENAISSANCE TECHNOLOGIES LLC | 305,280 | 102,864,096 | 1.10 |
| BAHL & GAYNOR INC | 260,786 | 87,871,843 | 0.94 |
| DIMENSIONAL FUND ADVISORS LP | 235,512 | 79,385,803 | 0.85 |