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Watsco, Incorporated shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors investment in Watsco, Incorporated

Tip: Access up to 7 years of quarterly data

All positions including Watsco, Incorporated held by Roehl & Yi Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Watsco, Incorporated by Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $247k 680 363.79

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Top funds holding Watsco, Incorporated

BlackRock
Vanguard Group
Capital Research and Management Company - Division 3
FMR
Capital Research Global Investors
Vanguard Portfolio Management
Vanguard Capital Management
Charles Schwab Investment Management
Kayne Anderson Rudnick Investment Management
State Street Corporation
Baillie Gifford & Co
Morgan Stanley
Geode Capital Management
William Blair $ Company
Markel Corporation

View all funds holding Watsco, Incorporated