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Watsco, Incorporated shares owned by Fiduciary Financial Group

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Fiduciary Financial Group from 13F filings

Historical chart of Fiduciary Financial Group investment in Watsco, Incorporated

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All positions including Watsco, Incorporated held by Fiduciary Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Watsco, Incorporated by Fiduciary Financial Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $310k 680 455.59
2025-03-31 $388k 778 499.13
2024-12-31 $371k 800 463.86
2024-09-30 $410k 827 495.37
2024-06-30 $422k 811 519.89

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View all positions for Fiduciary Financial Group

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
Markel Corporation
Neuberger Berman Group
Wells Fargo & Company
Raymond James Financial

View all funds holding Watsco, Incorporated