WSO
Watsco, Inc. · Industrials · Industrial - Distribution
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -4.8% ·
Aktienfluss -0.6% ·
neue Nettopositionen -10.0%
· Formel
Breite Distribution: sinkende Aktienanzahl und weniger Inhaber
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q3 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 144 | +2 | 29.02M | $12.08B | +6 | −5 |
| Q1 2026 | 146 | -3 | 29.13M | $10.59B | +5 | −9 |
| Q4 2025 | 148 | 0 | 30.63M | $10.21B | +1 | n/a |
| Q3 2025 | 20 | -1 | 16.71M | $6.76B | n/a | −2 |
| Q2 2025 | 19 | +1 | 15.43M | $6.81B | +1 | n/a |
| Q1 2025 | 15 | 0 | 5.33M | $2.71B | n/a | n/a |
| Q4 2024 | 15 | 0 | 5.27M | $2.50B | n/a | n/a |
| Q3 2024 | 14 | +2 | 4.12M | $2.02B | +2 | n/a |
| Q2 2024 | 12 | n/a | 4.64M | $2.15B | n/a | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passiv) | 3.74M | -0.8% | $1.51B | 0.0% | ▼ Trim | 2 | SEC ↗ ×22 |
| 2 | The Vanguard Group ✦ (passiv) | 3.55M | -0.6% | $1.44B | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 3 | Fidelity (FMR) ✦ | 3.00M | -3.6% | $1.21B | 0.1% | ▼ Trim | 2 | SEC ↗ ×6 |
| 4 | State Street Global Advisors ✦ (passiv) | 1.24M | +1.4% | $500.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Baillie Gifford ✦ | 944.09K | -3.3% | $381.69M | 0.3% | ▼ Trim | 6 | SEC ↗ ×4 |
| 6 | Capital World Investors ✦ | 634.02K | 0.0% | $256.33M | 0.0% | Held | 6 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 631.25K | n/a | $255.22M | 0.0% | n/c | 1 | SEC ↗ ×22 |
| 8 | Geode Capital Management ✦ (passiv) | 632.84K | +0.6% | $255.10M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 9 | Morgan Stanley ✦ | 613.53K | n/a | $248.05M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 10 | Markel Group ✦ | 565.17K | 0.0% | $228.50M | 1.9% | Held | 6 | SEC ↗ ×2 |
| 11 | Goldman Sachs Group ✦ | 339.18K | n/a | $137.12M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 12 | Wellington Management ✦ | 186.98K | -12.7% | $75.59M | 0.0% | ▼ Trim | 6 | SEC ↗ ×7 |
| 13 | Two Sigma Investments ✦ | 173.08K | +12054.4% | $69.98M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Renaissance Technologies ✦ | 138.20K | +183.8% | $55.87M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 107.20K | -49.5% | $43.34M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 16 | D. E. Shaw & Co. ✦ | 106.08K | +17.3% | $42.89M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 17 | Millennium Management ✦ | 52.44K | -26.5% | $21.20M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 18 | T. Rowe Price ✦ | 31.90K | +3.5% | $12.90M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 19 | Gotham Asset Management ✦ | 12.28K | -28.6% | $4.97M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 9.02K | -80.2% | $3.62M | 0.0% | ▼ Trim | 6 | SEC ↗ ×4 |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Norges Bank | $84.83M | war 0.0% |
| Marshall Wace | $7.52M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 763 Inhaber, 38.08M Anteile, $13.58B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.