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Watsco, Incorporated shares owned by Independent Wealth Network

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

Historical chart of Independent Wealth Network investment in Watsco, Incorporated

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

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Quarterly reported holdings in Watsco, Incorporated by Independent Wealth Network

Quarter filed Position value Share count Share price at filing
2026-03-31 $201k 553 363.79
2023-12-31 $209k 488 428.47
2023-09-30 $227k 602 377.72
2023-06-30 $224k 588 381.47

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Top funds holding Watsco, Incorporated

BlackRock
Vanguard Group
Capital Research and Management Company - Division 3
FMR
Capital Research Global Investors
Vanguard Portfolio Management
Vanguard Capital Management
Charles Schwab Investment Management
Kayne Anderson Rudnick Investment Management
State Street Corporation
Baillie Gifford & Co
Morgan Stanley
Geode Capital Management
William Blair $ Company
Markel Corporation

View all funds holding Watsco, Incorporated