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RWA Wealth Partners’s Watsco Inc WSO Stock Holding History

RWA Wealth 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 		$614K Buy
1,687
+2
+0.1% +$775 0.01% 418
2025
Q4 		$568K Buy
1,685
+2
+0.1% +$714 0.01% 423
2025
Q3 		$680K Sell
1,683
-5
-0.3% -$2.14K 0.01% 397
2025
Q2 		$745K Buy
1,688
+9
+0.5% +$4.17K 0.01% 370
2025
Q1 		$853K Hold
1,679
– – 0.01% 348
2024
Q4 		$796K Buy
+1,679
New +$850K 0.01% 358

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

RWA Wealth Partners's WSO Position: Q1 2026 in Review

RWA Wealth Partners increased its Watsco Inc (WSO) stake by 0.12% in Q1 2026, buying an estimated $775 and bringing the position to 1,687 shares worth $614K. The position accounts for 0.01% of the portfolio, ranked #418.

RWA Wealth Partners first reported a position in WSO in Q4 2024 and has held it in 6 quarters since. The position peaked at $853K in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • RWA Wealth Partners held 1,687 shares of Watsco Inc worth $614K as of Q1 2026.
  • RWA Wealth Partners bought 2 Watsco Inc shares in Q1 2026, an estimated $775.
  • Watsco Inc made up 0.01% of RWA Wealth Partners's portfolio in Q1 2026, its #418 holding.
  • RWA Wealth Partners first reported a position in Watsco Inc in Q4 2024 and has held it in 6 quarters since.
  • RWA Wealth Partners's Watsco Inc position peaked at $853K in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.