Root Financial Partners
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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
Q3 		$109K Buy
+361
New +$121K ﹤0.01% 697
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Root Financial Partners's WSO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Watsco Inc (WSO) in Q3 2026: 361 shares worth $109K. The stake represents ﹤0.01% of the portfolio and ranks #697 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WSO as recently as Q1 2026.

Root Financial Partners first reported a position in WSO in Q3 2025 and has held it in 4 quarters since. The position peaked at $130K in Q3 2025. 383 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • Root Financial Partners held 361 shares of Watsco Inc worth $109K as of Q3 2026.
  • Watsco Inc was a new Root Financial Partners position in Q3 2026.
  • Watsco Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #697 holding.
  • Root Financial Partners first reported a position in Watsco Inc in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Watsco Inc position peaked at $130K in Q3 2025.
  • 383 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.