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Watsco, Incorporated shares owned by ESL Trust Services

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by ESL Trust Services from 13F filings

Historical chart of ESL Trust Services investment in Watsco, Incorporated

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All positions including Watsco, Incorporated held by ESL Trust Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Watsco, Incorporated by ESL Trust Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.9k 14 491.86
2024-06-30 $6.5k 14 463.21

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Ishares Faln Angls Usd Bd Etf Mutual Fund/cor (FALN)
Ishares Core S&p Small-cap Mutual Fund/sto (IJR)
Vanguard Intermediate-term Bond Mutual Fund/gov (BIV)
Ishares Aaa - A Rated Corporate Mutual Fund/cor (QLTA)
SPDR S&P 500 Mutual Fund/sto (SPY)
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Microsoft Corp Common Stock (MSFT)

View all positions for ESL Trust Services

Top funds holding Watsco, Incorporated

BlackRock
FMR
Vanguard Group
Kayne Anderson Rudnick Investment Management
Charles Schwab Investment Management
Baillie Gifford & Co
State Street Corporation
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