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 Q1	$480K	Buy	+1,320	New	+$511K	0.01%	809

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Ritholtz Wealth Management's WSO Position: Q1 2026 in Review

Ritholtz Wealth Management opened a new position in Watsco Inc (WSO) in Q1 2026: 1,320 shares worth $480K. The stake represents 0.01% of the portfolio and ranks #809 among its holdings.

767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Ritholtz Wealth Management held 1,320 shares of Watsco Inc worth $480K as of Q1 2026.
Watsco Inc was a new Ritholtz Wealth Management position in Q1 2026.
Watsco Inc made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #809 holding.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.