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Watsco, Incorporated shares owned by Nicolet Advisory Services

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Nicolet Advisory Services from 13F filings

Historical chart of Nicolet Advisory Services investment in Watsco, Incorporated

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All positions including Watsco, Incorporated held by Nicolet Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Watsco, Incorporated by Nicolet Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $750k 1.5k 484.19
2024-03-31 $538k 1.2k 437.19
2023-09-30 $296k 772 383.66
2023-06-30 $306k 821 372.77
2023-03-31 $232k 768 301.84

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Top funds holding Watsco, Incorporated

BlackRock
Kayne Anderson Rudnick Investment Management
Charles Schwab Investment Management
Baillie Gifford & Co
William Blair $ Company
Geode Capital Management
Capital World Investors
Markel Corporation
Wells Fargo & Company
Jpmorgan Chase & Co
Barclays
Bank of New York Mellon
Raymond James & Associates
Boston Financial Mangement
Mitsubishi UFJ Trust & Banking Corp

View all funds holding Watsco, Incorporated