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Rothschild Investment LLC’s Watsco Inc WSO Stock Holding History

Rothschild Investment LLC’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 		$209K Buy
502
+479
+2,083% +$193K 0.01% 850
2026
Q1 		$8.37K Buy
23
+22
+2,200% +$8.52K ﹤0.01% 1780
2025
Q4 		$337 Buy
+1
New +$357 ﹤0.01% 3023
2025
Q3 		– Sell
-135
Closed -$59.6K – 3259
2025
Q2 		$59.6K Buy
135
+134
+13,400% +$62.2K ﹤0.01% 742
2025
Q1 		$508 Buy
+1
New +$493 ﹤0.01% 2607

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Rothschild Investment LLC's WSO Position: Q2 2026 in Review

Rothschild Investment LLC increased its Watsco Inc (WSO) stake by 2,083% in Q2 2026, buying an estimated $193K and bringing the position to 502 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #850.

Rothschild Investment LLC first reported a position in WSO in Q1 2025 and has held it in 5 quarters since. 428 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Rothschild Investment LLC held 502 shares of Watsco Inc worth $209K as of Q2 2026.
  • Rothschild Investment LLC bought 479 Watsco Inc shares in Q2 2026, an estimated $193K.
  • Watsco Inc made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #850 holding.
  • Rothschild Investment LLC first reported a position in Watsco Inc in Q1 2025 and has held it in 5 quarters since.
  • 428 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.