Richardson Financial Services’s Watsco Inc WSO Stock Holding History

Richardson Financial Services’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 Q3	$45.4K	Sell	150 -10	-6%	-$3.34K	0.03%	328
2026 Q2	$66.7K	Hold	160	–	–	0.04%	282
2026 Q1	$58.2K	Sell	160 -5	-3%	-$1.94K	0.04%	279
2025 Q4	$55.6K	Sell	165 -10	-6%	-$3.57K	0.02%	287
2025 Q3	$70.8K	Sell	175 -10	-5%	-$4.28K	0.04%	246
2025 Q2	$84.3K	Hold	185	–	–	0.06%	210
2025 Q1	$94K	Hold	185	–	–	0.07%	192
2024 Q4	$87.8K	Sell	185 -40	-18%	-$20.3K	0.06%	202
2024 Q3	$104K	Hold	225	–	–	0.07%	197
2024 Q2	$104K	Sell	225 -20	-8%	-$9.14K	0.08%	187
2024 Q1	$106K	Buy	245 +15	+7%	+$6.03K	0.07%	192
2023 Q4	$98.5K	Buy	+230	New	+$89.1K	0.09%	179

Other funds holding WSO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Richardson Financial Services's WSO Position: Q3 2026 in Review

Richardson Financial Services reduced its Watsco Inc (WSO) stake by 6.3% in Q3 2026, selling an estimated $3.34K and leaving 150 shares worth $45.4K. The position accounts for 0.03% of the portfolio, ranked #328.

Richardson Financial Services first reported a position in WSO in Q4 2023 and has held it in 12 quarters since. The position peaked at $106K in Q1 2024. 499 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

Richardson Financial Services held 150 shares of Watsco Inc worth $45.4K as of Q3 2026.
Richardson Financial Services sold 10 Watsco Inc shares in Q3 2026, an estimated $3.34K.
Watsco Inc made up 0.03% of Richardson Financial Services's portfolio in Q3 2026, its #328 holding.
Richardson Financial Services first reported a position in Watsco Inc in Q4 2023 and has held it in 12 quarters since.
Richardson Financial Services's Watsco Inc position peaked at $106K in Q1 2024.
499 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.