RF
WSO icon

Rossby Financial’s Watsco Inc WSO Stock Holding History

Rossby Financial’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 		$23.3K Buy
62
+11
+22% +$4.26K ﹤0.01% 951
2025
Q4 		$17.2K Buy
51
+4
+9% +$1.43K 0.01% 769
2025
Q3 		$19K Buy
47
+11
+31% +$4.7K 0.01% 733
2025
Q2 		$15.9K Sell
36
-28
-44% -$13K 0.01% 699
2025
Q1 		$29.2K Buy
+64
New +$31.5K 0.01% 564

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

Rossby Financial's WSO Position: Q1 2026 in Review

Rossby Financial increased its Watsco Inc (WSO) stake by 22% in Q1 2026, buying an estimated $4.26K and bringing the position to 62 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Rossby Financial first reported a position in WSO in Q1 2025 and has held it in 5 quarters since. The position peaked at $29.2K in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Rossby Financial held 62 shares of Watsco Inc worth $23.3K as of Q1 2026.
  • Rossby Financial bought 11 Watsco Inc shares in Q1 2026, an estimated $4.26K.
  • Watsco Inc made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #951 holding.
  • Rossby Financial first reported a position in Watsco Inc in Q1 2025 and has held it in 5 quarters since.
  • Rossby Financial's Watsco Inc position peaked at $29.2K in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.