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Rakuten Securities’s Watsco Inc WSO Stock Holding History

Rakuten Securities’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 		$417 Hold
1
– – ﹤0.01% 793
2026
Q1 		$364 Hold
1
– – ﹤0.01% 767
2025
Q4 		$337 Hold
1
– – ﹤0.01% 788
2025
Q3 		$404 Hold
1
– – ﹤0.01% 781
2025
Q2 		$442 Buy
+1
New +$464 ﹤0.01% 718
2024
Q3 		– Sell
-1
Closed -$463 – 798
2024
Q2 		$463 Sell
1
-6
-86% -$2.74K ﹤0.01% 606
2024
Q1 		$3.02K Sell
7
-1
-13% -$402 ﹤0.01% 459
2023
Q4 		$3.43K Buy
+8
New +$3.1K ﹤0.01% 389

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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

Rakuten Securities's WSO Position: Q2 2026 in Review

Rakuten Securities held its Watsco Inc (WSO) position steady in Q2 2026 at 1 share worth $417. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Rakuten Securities first reported a position in WSO in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.43K in Q4 2023. 780 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Rakuten Securities held 1 share of Watsco Inc worth $417 as of Q2 2026.
  • Rakuten Securities left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up ﹤0.01% of Rakuten Securities's portfolio in Q2 2026, its #793 holding.
  • Rakuten Securities first reported a position in Watsco Inc in Q4 2023 and has held it in 8 quarters since.
  • Rakuten Securities's Watsco Inc position peaked at $3.43K in Q4 2023.
  • 780 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Rakuten Securities's 13F filing for Q2 2026, filed 12 Aug 2026.