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Watsco, Incorporated shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners investment in Watsco, Incorporated

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

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Quarterly reported holdings in Watsco, Incorporated by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $207k 614 337.11

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View all positions for Legacy Capital Wealth Partners

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