LRI Investments »

Watsco, Incorporated shares owned by LRI Investments

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by LRI Investments from 13F filings

Historical chart of LRI Investments investment in Watsco, Incorporated

Tip: Access up to 7 years of quarterly data

All positions including Watsco, Incorporated held by LRI Investments consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Watsco, Incorporated by LRI Investments

Quarter filed Position value Share count Share price at filing
2024-06-30 $235k 507 462.85
2024-03-31 $6.9k 16 432.00

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Dimensional International Core Equity Market Etf Etf (DFAI)
Assured Guaranty Stock (AGO)
Wisdomtree International Equity Fund Etf (DWM)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Amazon Stock (AMZN)
Dimensional International Small Cap Value Etf Etf (DISV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Real Estate Etf Etf (VNQ)
Nvidia Corporation Stock (NVDA)
Rtx Corporation Stock (RTX)

View all positions for LRI Investments

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