Watsco, Incorporated shares owned by Heartland Advisors
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Heartland Advisors
from 13F filings
Historical chart of Heartland Advisors investment in Watsco, Incorporated
Tip: Access up to 7 years of quarterly data
All positions including Watsco, Incorporated held by Heartland Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Watsco, Incorporated by Heartland Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 37k | 404.30 |
| 2025-06-30 | $11M | 24k | 441.62 |
| 2025-03-31 | $9.9M | 20k | 508.30 |
| 2024-12-31 | $13M | 26k | 473.89 |
| 2024-09-30 | $16M | 32k | 491.88 |
| 2024-06-30 | $15M | 33k | 463.24 |
| 2024-03-31 | $14M | 33k | 431.97 |
| 2023-12-31 | $11M | 25k | 428.47 |
| 2023-09-30 | $11M | 29k | 377.72 |
| 2023-06-30 | $11M | 29k | 381.47 |
| 2023-03-31 | $11M | 34k | 318.16 |
| 2022-12-31 | $11M | 42k | 249.40 |
| 2022-09-30 | $7.1M | 28k | 257.48 |
| 2022-06-30 | $3.7M | 16k | 238.80 |