Rakuten Investment Management’s Watsco Inc WSO Stock Holding History

Rakuten Investment 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 Q1	–	Sell	-1,479	Closed	-$516K	–	602
2025 Q4	$516K	Sell	1,479 -8,460	-85%	-$3.02M	﹤0.01%	581
2025 Q3	$2.83M	Buy	+9,939	New	+$4.25M	0.01%	344
2025 Q1	$482K	Buy	+961	New	+$474K	﹤0.01%	577
2024 Q3	$315K	Buy	636 +169	+36%	+$81.2K	﹤0.01%	465
2024 Q2	$216K	Buy	467 +174	+59%	+$79.5K	﹤0.01%	460
2024 Q1	$127K	Buy	293 +269	+1,121%	+$108K	﹤0.01%	465
2023 Q4	$10.3K	Buy	+24	New	+$9.3K	﹤0.01%	471

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Rakuten Investment Management's WSO Position: Q1 2026 in Review

Rakuten Investment Management sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 1,479 shares — an estimated $516K sold.

Rakuten Investment Management first reported a position in WSO in Q4 2023 and held it in 7 quarters. The position peaked at $2.83M in Q3 2025. 768 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Rakuten Investment Management reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
Rakuten Investment Management sold 1,479 Watsco Inc shares in Q1 2026, an estimated $516K.
Rakuten Investment Management first reported a position in Watsco Inc in Q4 2023 and held it in 7 quarters.
Rakuten Investment Management's Watsco Inc position peaked at $2.83M in Q3 2025.
768 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.