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Watsco, Incorporated shares owned by Lake Street Advisors Group

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Lake Street Advisors Group from 13F filings

Historical chart of Lake Street Advisors Group investment in Watsco, Incorporated

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

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Quarterly reported holdings in Watsco, Incorporated by Lake Street Advisors Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.4M 3.0k 463.24
2023-12-31 $1.3M 3.0k 428.47

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Top funds holding Watsco, Incorporated

BlackRock
Vanguard Group
FMR
Kayne Anderson Rudnick Investment Management
Baillie Gifford & Co
Charles Schwab Investment Management
State Street Corporation
William Blair $ Company
Capital World Investors
Wellington Management Company
Geode Capital Management
Morgan Stanley
Neuberger Berman Group
Markel Corporation
Wells Fargo & Company

View all funds holding Watsco, Incorporated