Rothwell Investment Advisors, LLC’s Watsco Inc WSO Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio WSO Stock Details WSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.62K	Buy	+28	New	+$9.36K	﹤0.01%	801

Other funds holding WSO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Rothwell Investment Advisors, LLC's WSO Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Watsco Inc (WSO) in Q3 2026: 28 shares worth $8.62K. The stake represents ﹤0.01% of the portfolio and ranks #801 among its holdings.

383 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

Rothwell Investment Advisors, LLC held 28 shares of Watsco Inc worth $8.62K as of Q3 2026.
Watsco Inc was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Watsco Inc made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #801 holding.
383 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.