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Watsco, Incorporated shares owned by Heritage Family Offices

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

Historical chart of Heritage Family Offices investment in Watsco, Incorporated

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Watsco, Incorporated by Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2024-09-30 $471k 958 491.69
2024-06-30 $442k 953 463.48

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Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
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Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Heritage Family Offices

Top funds holding Watsco, Incorporated

BlackRock
Vanguard Group
Kayne Anderson Rudnick Investment Management
Baillie Gifford & Co
Charles Schwab Investment Management
State Street Corporation
William Blair $ Company
Geode Capital Management
Morgan Stanley
Neuberger Berman Group
Markel Corporation
Wells Fargo & Company
Barclays
Jpmorgan Chase & Co
Bank of New York Mellon

View all funds holding Watsco, Incorporated