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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
Q2 		– Sell
-357
Closed -$130K – 3196
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 $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

Root Financial Partners's WSO Position: Q2 2026 in Review

Root Financial Partners sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 357 shares — an estimated $130K sold.

Root Financial Partners first reported a position in WSO in Q3 2025 and held it in 3 quarters. The position peaked at $130K in Q3 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Root Financial Partners reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 357 Watsco Inc shares in Q2 2026, an estimated $130K.
  • Root Financial Partners first reported a position in Watsco Inc in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Watsco Inc position peaked at $130K in Q3 2025.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.