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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
Q2 		$260K Buy
625
+15
+2% +$6.03K ﹤0.01% 386
2026
Q1 		$222K Buy
+610
New +$236K ﹤0.01% 365

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

RiverFront Investment Group's WSO Position: Q2 2026 in Review

RiverFront Investment Group increased its Watsco Inc (WSO) stake by 2.5% in Q2 2026, buying an estimated $6.03K and bringing the position to 625 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

RiverFront Investment Group first reported a position in WSO in Q1 2026 and has held it in 2 quarters since. 784 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • RiverFront Investment Group held 625 shares of Watsco Inc worth $260K as of Q2 2026.
  • RiverFront Investment Group bought 15 Watsco Inc shares in Q2 2026, an estimated $6.03K.
  • Watsco Inc made up ﹤0.01% of RiverFront Investment Group's portfolio in Q2 2026, its #386 holding.
  • RiverFront Investment Group first reported a position in Watsco Inc in Q1 2026 and has held it in 2 quarters since.
  • 784 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.