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Watsco, Incorporated shares owned by Sound View Wealth Advisors Group

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Sound View Wealth Advisors Group from 13F filings

Historical chart of Sound View Wealth Advisors Group investment in Watsco, Incorporated

Tip: Access up to 7 years of quarterly data

All positions including Watsco, Incorporated held by Sound View Wealth Advisors Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Watsco, Incorporated by Sound View Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $402k 931 431.97
2023-12-31 $400k 934 428.47
2023-09-30 $353k 934 377.72
2023-06-30 $333k 874 381.47
2023-03-31 $276k 868 318.16

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Top funds holding Watsco, Incorporated

BlackRock
Vanguard Group
FMR
Baillie Gifford & Co
Charles Schwab Investment Management
William Blair $ Company
Wellington Management Company
Neuberger Berman Group
Geode Capital Management
Markel Corporation
Wells Fargo & Company
Jpmorgan Chase & Co
Mitsubishi UFJ Trust & Banking Corp
Bank of New York Mellon
Davenport & Co

View all funds holding Watsco, Incorporated