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Root Financial Partners’s Watsco Inc WSO Stock Holding History

Root Financial Partners’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 		$130K Buy
357
+49
+16% +$19K 0.01% 463
2025
Q4 		$104K Sell
308
-15
-5% -$5.36K 0.01% 459
2025
Q3 		$130K Buy
+323
New +$138K 0.01% 362

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Root Financial Partners's WSO Position: Q1 2026 in Review

Root Financial Partners increased its Watsco Inc (WSO) stake by 16% in Q1 2026, buying an estimated $19K and bringing the position to 357 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #463.

Root Financial Partners first reported a position in WSO in Q3 2025 and has held it in 3 quarters since. The position peaked at $130K in Q3 2025. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Root Financial Partners held 357 shares of Watsco Inc worth $130K as of Q1 2026.
  • Root Financial Partners bought 49 Watsco Inc shares in Q1 2026, an estimated $19K.
  • Watsco Inc made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #463 holding.
  • Root Financial Partners first reported a position in Watsco Inc in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Watsco Inc position peaked at $130K in Q3 2025.
  • 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.