Watsco, Incorporated shares owned by Envestnet Asset Management
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Envestnet Asset Management
from 13F filings
Historical chart of Envestnet Asset Management investment in Watsco, Incorporated
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Quarterly reported holdings in Watsco, Incorporated by Envestnet Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $112M | 277k | 404.30 |
| 2025-06-30 | $116M | 263k | 441.62 |
| 2025-03-31 | $136M | 268k | 508.30 |
| 2024-12-31 | $123M | 260k | 473.89 |
| 2024-09-30 | $126M | 257k | 491.88 |
| 2024-06-30 | $123M | 266k | 463.24 |
| 2024-03-31 | $120M | 278k | 431.97 |
| 2023-09-30 | $111M | 293k | 377.72 |
| 2023-06-30 | $53M | 139k | 381.47 |
| 2023-03-31 | $44M | 137k | 318.16 |
| 2022-12-31 | $32M | 127k | 249.40 |
| 2022-09-30 | $32M | 123k | 257.46 |
| 2022-06-30 | $27M | 114k | 238.82 |
| 2022-03-31 | $22M | 74k | 304.64 |
| 2021-12-31 | $23M | 73k | 312.88 |
| 2021-09-30 | $19M | 70k | 264.62 |
| 2021-06-30 | $19M | 68k | 286.64 |
| 2021-03-31 | $17M | 64k | 260.75 |
| 2020-12-31 | $10M | 46k | 226.54 |
| 2020-09-30 | $9.5M | 41k | 232.90 |
| 2020-06-30 | $6.4M | 36k | 177.70 |
| 2020-03-31 | $6.0M | 38k | 158.02 |
| 2019-12-31 | $7.9M | 44k | 180.14 |
| 2019-09-30 | $7.1M | 42k | 169.17 |
| 2019-06-30 | $7.9M | 48k | 163.52 |
| 2019-03-31 | $4.2M | 29k | 143.20 |
| 2018-12-31 | $1.9M | 14k | 139.14 |
| 2018-06-30 | $599k | 3.4k | 178.22 |
| 2018-03-31 | $607k | 3.4k | 180.98 |
| 2017-12-31 | $907k | 5.3k | 169.98 |
| 2017-09-30 | $475k | 3.0k | 160.96 |
| 2017-06-30 | $431k | 2.8k | 153.49 |
| 2017-03-31 | $253k | 1.8k | 143.18 |
| 2016-12-31 | $506k | 3.4k | 147.56 |
| 2016-09-30 | $813k | 5.8k | 140.85 |
| 2016-06-30 | $465k | 3.3k | 140.78 |
| 2016-03-31 | $414k | 3.1k | 134.68 |
| 2014-12-31 | $28k | 260 | 107.69 |
| 2014-09-30 | $28k | 320 | 87.50 |
| 2014-06-30 | $37k | 364 | 101.65 |
| 2014-03-31 | $36k | 364 | 98.90 |
| 2013-12-31 | $34k | 353 | 96.32 |
| 2013-09-30 | $28k | 301 | 93.02 |
| 2013-06-30 | $26k | 311 | 83.60 |
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