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Watsco, Incorporated shares owned by Impact Partnership Wealth

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

Historical chart of Impact Partnership Wealth investment in Watsco, Incorporated

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

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Quarterly reported holdings in Watsco, Incorporated by Impact Partnership Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $240k 711 336.96
2024-09-30 $397k 807 491.89
2024-03-31 $213k 494 431.97
2023-12-31 $5.6k 13 428.46
2023-09-30 $181k 480 377.71
2023-06-30 $3.4k 9 381.44

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Top funds holding Watsco, Incorporated

Capital Research and Management Company - Division 3
BlackRock
Vanguard Group
FMR
Charles Schwab Investment Management
Kayne Anderson Rudnick Investment Management
State Street Corporation
Baillie Gifford & Co
William Blair $ Company
Geode Capital Management
Markel Corporation
CI Private Wealth
Davenport & Co
Capital World Investors
Wells Fargo & Company

View all funds holding Watsco, Incorporated