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Ritholtz Wealth Management’s Watsco Inc WSO Stock Holding History

Ritholtz 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 		$553K Buy
1,328
+8
+0.6% +$3.22K 0.01% 821
2026
Q1 		$480K Buy
+1,320
New +$511K 0.01% 809

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

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

Ritholtz Wealth Management increased its Watsco Inc (WSO) stake by 0.61% in Q2 2026, buying an estimated $3.22K and bringing the position to 1,328 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #821.

Ritholtz Wealth Management first reported a position in WSO in Q1 2026 and has held it in 2 quarters since. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Ritholtz Wealth Management held 1,328 shares of Watsco Inc worth $553K as of Q2 2026.
  • Ritholtz Wealth Management bought 8 Watsco Inc shares in Q2 2026, an estimated $3.22K.
  • Watsco Inc made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #821 holding.
  • Ritholtz Wealth Management first reported a position in Watsco Inc in Q1 2026 and has held it in 2 quarters since.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.