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Watsco, Incorporated shares owned by Richardson Financial Services

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

Historical chart of Richardson Financial Services investment in Watsco, Incorporated

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

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Quarterly reported holdings in Watsco, Incorporated by Richardson Financial Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $88k 185 474.80
2024-09-30 $104k 225 463.27
2024-06-30 $104k 225 463.27
2024-03-31 $106k 245 432.00
2023-12-31 $99k 230 428.47

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Top funds holding Watsco, Incorporated

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

View all funds holding Watsco, Incorporated