Raymond James Financial’s Watsco Inc WSO Stock Holding History

Raymond James Financial’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	$161M	Sell	386,397 -40,508	-9%	-$16.3M	0.04%	389
2026 Q1	$155M	Buy	426,905 +33,035	+8%	+$12.8M	0.05%	355
2025 Q4	$133M	Sell	393,870 -15,698	-4%	-$5.61M	0.04%	397
2025 Q3	$166M	Buy	409,568 +34,803	+9%	+$14.9M	0.05%	318
2025 Q2	$166M	Sell	374,765 -1,038	-0.3%	-$482K	0.06%	306
2025 Q1	$191M	Buy	375,803 +4,080	+1%	+$2.01M	0.07%	250
2024 Q4	$176M	Buy	+371,723	New	+$188M	0.07%	268

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Raymond James Financial's WSO Position: Q2 2026 in Review

Raymond James Financial reduced its Watsco Inc (WSO) stake by 9.5% in Q2 2026, selling an estimated $16.3M and leaving 386,397 shares worth $161M. The position accounts for 0.04% of the portfolio, ranked #389.

Raymond James Financial first reported a position in WSO in Q4 2024 and has held it in 7 quarters since. The position peaked at $191M in Q1 2025. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Raymond James Financial held 386,397 shares of Watsco Inc worth $161M as of Q2 2026.
Raymond James Financial sold 40,508 Watsco Inc shares in Q2 2026, an estimated $16.3M.
Watsco Inc made up 0.04% of Raymond James Financial's portfolio in Q2 2026, its #389 holding.
Raymond James Financial first reported a position in Watsco Inc in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Watsco Inc position peaked at $191M in Q1 2025.
786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.