RWML
WSO icon

RAFFA WEALTH MANAGEMENT, LLC’s Watsco Inc WSO Stock Holding History

RAFFA WEALTH MANAGEMENT, 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 		$1.25K Buy
3
+1
+50% +$402 ﹤0.01% 951
2026
Q1 		$728 Hold
2
– – ﹤0.01% 1015
2025
Q4 		$674 Hold
2
– – ﹤0.01% 1022
2025
Q3 		$809 Hold
2
– – ﹤0.01% 947
2025
Q2 		$883 Hold
2
– – ﹤0.01% 902
2025
Q1 		$1.02K Hold
2
– – ﹤0.01% 824
2024
Q4 		$948 Hold
2
– – ﹤0.01% 879
2024
Q3 		$984 Hold
2
– – ﹤0.01% 844
2024
Q2 		$926 Hold
2
– – ﹤0.01% 922
2024
Q1 		$864 Hold
2
– – ﹤0.01% 926
2023
Q4 		$857 Hold
2
– – ﹤0.01% 860
2023
Q3 		$755 Hold
2
– – ﹤0.01% 860
2023
Q2 		$763 Hold
2
– – ﹤0.01% 873
2023
Q1 		$636 Hold
2
– – ﹤0.01% 912
2022
Q4 		$499 Hold
2
– – ﹤0.01% 952
2022
Q3 		$515 Hold
2
– – ﹤0.01% 1028
2022
Q2 		$478 Hold
2
– – ﹤0.01% 1026
2022
Q1 		$609 Hold
2
– – ﹤0.01% 1019
2021
Q4 		$626 Hold
2
– – ﹤0.01% 1012
2021
Q3 		$529 Hold
2
– – ﹤0.01% 1035
2021
Q2 		$573 Hold
2
– – ﹤0.01% 1020
2021
Q1 		$522 Buy
+2
New +$493 ﹤0.01% 1048

Other funds holding WSO

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
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's WSO Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Watsco Inc (WSO) stake by 50% in Q2 2026, buying an estimated $402 and bringing the position to 3 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in WSO in Q1 2021 and has held it in 22 quarters since. 237 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 3 shares of Watsco Inc worth $1.25K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 1 Watsco Inc share in Q2 2026, an estimated $402.
  • Watsco Inc made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #951 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Watsco Inc in Q1 2021 and has held it in 22 quarters since.
  • 237 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.