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Rialto Wealth Management’s Watsco Inc WSO Stock Holding History

Rialto 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
Q1 		$24.7K Buy
68
+3
+5% +$1.16K 0.01% 359
2025
Q4 		$21.9K Sell
65
-1
-2% -$357 0.01% 356
2025
Q3 		$26.7K Buy
66
+1
+2% +$428 0.01% 317
2025
Q2 		$28.7K Hold
65
– – 0.01% 310
2025
Q1 		$33K Hold
65
– – 0.01% 287
2024
Q4 		$30.8K Buy
+65
New +$32.9K 0.01% 298

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Rialto Wealth Management's WSO Position: Q1 2026 in Review

Rialto Wealth Management increased its Watsco Inc (WSO) stake by 4.6% in Q1 2026, buying an estimated $1.16K and bringing the position to 68 shares worth $24.7K. The position accounts for 0.01% of the portfolio, ranked #359.

Rialto Wealth Management first reported a position in WSO in Q4 2024 and has held it in 6 quarters since. The position peaked at $33K in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Rialto Wealth Management held 68 shares of Watsco Inc worth $24.7K as of Q1 2026.
  • Rialto Wealth Management bought 3 Watsco Inc shares in Q1 2026, an estimated $1.16K.
  • Watsco Inc made up 0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #359 holding.
  • Rialto Wealth Management first reported a position in Watsco Inc in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's Watsco Inc position peaked at $33K in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.