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Watsco, Incorporated shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in Watsco, Incorporated

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

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Quarterly reported holdings in Watsco, Incorporated by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $518k 1.2k 428.41
2022-12-31 $426k 1.7k 249.36
2022-09-30 $467k 1.8k 257.30

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Top funds holding Watsco, Incorporated

Vanguard Group
Baillie Gifford & Co
Charles Schwab Investment Management
William Blair $ Company
Neuberger Berman Group
Wellington Management Company
Markel Corporation
Wells Fargo & Company
Mitsubishi UFJ Trust & Banking Corp
Jpmorgan Chase & Co
Barclays
Bank of New York Mellon
Davenport & Co
Raymond James & Associates
Baird Financial

View all funds holding Watsco, Incorporated