Ritholtz Wealth Management
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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
Q3 		$384K Sell
1,268
-60
-5% -$20.1K 0.01% 997
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Ritholtz Wealth Management's WSO Position: Q3 2026 in Review

Ritholtz Wealth Management reduced its Watsco Inc (WSO) stake by 4.5% in Q3 2026, selling an estimated $20.1K and leaving 1,268 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #997.

Ritholtz Wealth Management first reported a position in WSO in Q1 2026 and has held it in 3 quarters since. The position peaked at $553K in Q2 2026. 383 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • Ritholtz Wealth Management held 1,268 shares of Watsco Inc worth $384K as of Q3 2026.
  • Ritholtz Wealth Management sold 60 Watsco Inc shares in Q3 2026, an estimated $20.1K.
  • Watsco Inc made up 0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #997 holding.
  • Ritholtz Wealth Management first reported a position in Watsco Inc in Q1 2026 and has held it in 3 quarters since.
  • Ritholtz Wealth Management's Watsco Inc position peaked at $553K in Q2 2026.
  • 383 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.