RiverFront Investment Group’s Watsco Inc WSO Stock Holding History

RiverFront Investment Group’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	$222K	Buy	+610	New	+$236K	﹤0.01%	365

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

RiverFront Investment Group's WSO Position: Q1 2026 in Review

RiverFront Investment Group opened a new position in Watsco Inc (WSO) in Q1 2026: 610 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #365 among its holdings.

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

RiverFront Investment Group held 610 shares of Watsco Inc worth $222K as of Q1 2026.
Watsco Inc was a new RiverFront Investment Group position in Q1 2026.
Watsco Inc made up ﹤0.01% of RiverFront Investment Group's portfolio in Q1 2026, its #365 holding.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.