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Watsco, Incorporated shares owned by Copia Wealth Management

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Copia Wealth Management from 13F filings

Historical chart of Copia Wealth Management investment in Watsco, Incorporated

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All positions including Watsco, Incorporated held by Copia Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Watsco, Incorporated by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2k 8 404.25
2025-06-30 $3.5k 8 441.63
2025-03-31 $4.1k 8 508.25
2024-12-31 $3.8k 8 473.88

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Top funds holding Watsco, Incorporated

BlackRock
Vanguard Group
FMR
Capital Research and Management Company - Division 3
Kayne Anderson Rudnick Investment Management
Charles Schwab Investment Management
State Street Corporation
Baillie Gifford & Co
William Blair $ Company
Capital World Investors
Geode Capital Management
Morgan Stanley
Markel Corporation
Neuberger Berman Group
Wells Fargo & Company

View all funds holding Watsco, Incorporated