Roble Belko & Company’s Watsco Inc WSO Stock Holding History

Roble Belko & Company’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	–	Sell	-171	Closed	-$58K	–	522
2025 Q4	$58K	Buy	+171	New	+$61.1K	0.01%	197

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Roble Belko & Company's WSO Position: Q1 2026 in Review

Roble Belko & Company sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 171 shares — an estimated $58K sold.

Roble Belko & Company first reported a position in WSO in Q4 2025 and held it in 1 quarter. The position peaked at $58K in Q4 2025. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Roble Belko & Company reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
Roble Belko & Company sold 171 Watsco Inc shares in Q1 2026, an estimated $58K.
Roble Belko & Company first reported a position in Watsco Inc in Q4 2025 and held it in 1 quarter.
Roble Belko & Company's Watsco Inc position peaked at $58K in Q4 2025.
769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.