Fundamentun »

Watsco, Incorporated shares owned by Fundamentun

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

Historical chart of Fundamentun investment in Watsco, Incorporated

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Watsco, Incorporated by Fundamentun

Quarter filed Position value Share count Share price at filing
2024-09-30 $217k 441 491.88
2024-06-30 $203k 439 463.24

More positions owned by Fundamentun

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Alps Etf Tr Smith Core Plus (SMTH)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Investment Grade (IGEB)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Fundamentun

Top funds holding Watsco, Incorporated

BlackRock
Kayne Anderson Rudnick Investment Management
Charles Schwab Investment Management
Baillie Gifford & Co
William Blair $ Company
Geode Capital Management
Capital World Investors
Markel Corporation
Wells Fargo & Company
Jpmorgan Chase & Co
Barclays
Bank of New York Mellon
Raymond James & Associates
Boston Financial Mangement
Mitsubishi UFJ Trust & Banking Corp

View all funds holding Watsco, Incorporated