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Watsco, Incorporated shares owned by BHK Investment Advisors

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by BHK Investment Advisors from 13F filings

Historical chart of BHK Investment Advisors investment in Watsco, Incorporated

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All positions including Watsco, Incorporated held by BHK Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Watsco, Incorporated by BHK Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $718k 1.5k 492.03
2024-06-30 $655k 1.4k 463.34
2024-03-31 $585k 1.4k 432.02
2023-12-31 $396k 925 428.47
2022-12-31 $262k 1.1k 249.40
2022-09-30 $245k 950 257.89

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Top funds holding Watsco, Incorporated

BlackRock
FMR
Vanguard Group
Kayne Anderson Rudnick Investment Management
Charles Schwab Investment Management
State Street Corporation
Baillie Gifford & Co
William Blair $ Company
Geode Capital Management
Capital World Investors
Neuberger Berman Group
Markel Corporation
Wells Fargo & Company
Jpmorgan Chase & Co
Wellington Management Company

View all funds holding Watsco, Incorporated