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 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

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 $3.37T AUM 44.26% 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

Richardson Financial Services's WSO Position: Q2 2026 in Review

Richardson Financial Services held its Watsco Inc (WSO) position steady in Q2 2026 at 160 shares worth $66.7K. The position accounts for 0.04% of the portfolio, ranked #282.

Richardson Financial Services first reported a position in WSO in Q4 2023 and has held it in 11 quarters since. The position peaked at $106K in Q1 2024. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Richardson Financial Services held 160 shares of Watsco Inc worth $66.7K as of Q2 2026.
Richardson Financial Services left its Watsco Inc share count unchanged in Q2 2026.
Watsco Inc made up 0.04% of Richardson Financial Services's portfolio in Q2 2026, its #282 holding.
Richardson Financial Services first reported a position in Watsco Inc in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's Watsco Inc position peaked at $106K in Q1 2024.
783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.