RWM
WSO icon

Raffa Wealth Management’s Watsco Inc WSO Stock Holding History

Raffa Wealth Management’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
Q2 		$1.25K Buy
3
+1
+50% +$402 ﹤0.01% 951
2026
Q1 		$728 Hold
2
– – ﹤0.01% 1015
2025
Q4 		$674 Hold
2
– – ﹤0.01% 1022
2025
Q3 		$809 Hold
2
– – ﹤0.01% 947
2025
Q2 		$883 Hold
2
– – ﹤0.01% 902
2025
Q1 		$1.02K Hold
2
– – ﹤0.01% 824
2024
Q4 		$948 Hold
2
– – ﹤0.01% 879
2024
Q3 		$984 Hold
2
– – ﹤0.01% 844
2024
Q2 		$926 Hold
2
– – ﹤0.01% 922
2024
Q1 		$864 Hold
2
– – ﹤0.01% 926
2023
Q4 		$857 Hold
2
– – ﹤0.01% 860
2023
Q3 		$755 Hold
2
– – ﹤0.01% 860
2023
Q2 		$763 Hold
2
– – ﹤0.01% 873
2023
Q1 		$636 Hold
2
– – ﹤0.01% 912
2022
Q4 		$499 Hold
2
– – ﹤0.01% 952
2022
Q3 		$515 Hold
2
– – ﹤0.01% 1028
2022
Q2 		$478 Hold
2
– – ﹤0.01% 1026
2022
Q1 		$609 Hold
2
– – ﹤0.01% 1019
2021
Q4 		$626 Hold
2
– – ﹤0.01% 1012
2021
Q3 		$529 Hold
2
– – ﹤0.01% 1035
2021
Q2 		$573 Hold
2
– – ﹤0.01% 1020
2021
Q1 		$522 Buy
+2
New +$493 ﹤0.01% 1048

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raffa Wealth Management's WSO Position: Q2 2026 in Review

Raffa Wealth Management increased its Watsco Inc (WSO) stake by 50% in Q2 2026, buying an estimated $402 and bringing the position to 3 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Raffa Wealth Management first reported a position in WSO in Q1 2021 and has held it in 22 quarters since. 741 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Raffa Wealth Management held 3 shares of Watsco Inc worth $1.25K as of Q2 2026.
  • Raffa Wealth Management bought 1 Watsco Inc share in Q2 2026, an estimated $402.
  • Watsco Inc made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #951 holding.
  • Raffa Wealth Management first reported a position in Watsco Inc in Q1 2021 and has held it in 22 quarters since.
  • 741 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.