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Raleigh Capital Management’s Watsco Inc WSO Stock Holding History

Raleigh Capital 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 		– Hold
0
– – – 537
2026
Q1 		– Hold
0
– – – 710
2025
Q4 		– Hold
0
– – – 521
2025
Q3 		– Hold
0
– – – 478
2025
Q1 		– Sell
-7
Closed -$3.39K – 1068
2024
Q4 		$3.39K Buy
+7
New +$3.54K ﹤0.01% 769
2024
Q1 		– Sell
-81
Closed -$34.9K – 1191
2023
Q4 		$34.9K Sell
81
-27
-25% -$10.5K 0.02% 328
2023
Q3 		$40.9K Buy
108
+28
+35% +$10.1K 0.02% 285
2023
Q2 		$30.5K Buy
+80
New +$27.1K 0.02% 304
2022
Q4 		– Sell
-19
Closed -$5K – 898
2022
Q3 		$5K Buy
+19
New +$5.15K ﹤0.01% 510

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 $3.38T AUM 44.17% 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

Raleigh Capital Management's WSO Position: Q2 2026 in Review

Raleigh Capital Management held its Watsco Inc (WSO) position steady in Q2 2026 at 0 shares worth $29. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Raleigh Capital Management first reported a position in WSO in Q3 2022 and has held it in 5 quarters since. The position peaked at $40.9K in Q3 2023. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Raleigh Capital Management held 0 shares of Watsco Inc worth $29 as of Q2 2026.
  • Raleigh Capital Management left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up ﹤0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #537 holding.
  • Raleigh Capital Management first reported a position in Watsco Inc in Q3 2022 and has held it in 5 quarters since.
  • Raleigh Capital Management's Watsco Inc position peaked at $40.9K in Q3 2023.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.