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Roehl & Yi Investment Advisors’s Watsco Inc WSO Stock Holding History

Roehl & Yi Investment Advisors’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 		$277K Sell
665
-15
-2% -$6.03K 0.09% 158
2026
Q1 		$247K Buy
+680
New +$263K 0.09% 148

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

Roehl & Yi Investment Advisors's WSO Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Watsco Inc (WSO) stake by 2.2% in Q2 2026, selling an estimated $6.03K and leaving 665 shares worth $277K. The position accounts for 0.09% of the portfolio, ranked #158.

Roehl & Yi Investment Advisors first reported a position in WSO in Q1 2026 and has held it in 2 quarters since. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Roehl & Yi Investment Advisors held 665 shares of Watsco Inc worth $277K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 15 Watsco Inc shares in Q2 2026, an estimated $6.03K.
  • Watsco Inc made up 0.09% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #158 holding.
  • Roehl & Yi Investment Advisors first reported a position in Watsco Inc in Q1 2026 and has held it in 2 quarters since.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.