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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
Q2 		$29.2K Buy
70
+2
+3% +$804 0.01% 379
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 $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

Rialto Wealth Management's WSO Position: Q2 2026 in Review

Rialto Wealth Management increased its Watsco Inc (WSO) stake by 2.9% in Q2 2026, buying an estimated $804 and bringing the position to 70 shares worth $29.2K. The position accounts for 0.01% of the portfolio, ranked #379.

Rialto Wealth Management first reported a position in WSO in Q4 2024 and has held it in 7 quarters since. The position peaked at $33K in Q1 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Rialto Wealth Management held 70 shares of Watsco Inc worth $29.2K as of Q2 2026.
  • Rialto Wealth Management bought 2 Watsco Inc shares in Q2 2026, an estimated $804.
  • Watsco Inc made up 0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #379 holding.
  • Rialto Wealth Management first reported a position in Watsco Inc in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's Watsco Inc position peaked at $33K in Q1 2025.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.