Watsco, Incorporated shares owned by Schwartz Investment Counsel
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Schwartz Investment Counsel
from 13F filings
Historical chart of Schwartz Investment Counsel investment in Watsco, Incorporated
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Quarterly reported holdings in Watsco, Incorporated by Schwartz Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $49M | 120k | 404.30 |
| 2025-06-30 | $53M | 120k | 441.62 |
| 2025-03-31 | $34M | 66k | 508.30 |
| 2024-12-31 | $29M | 61k | 473.89 |
| 2024-09-30 | $30M | 61k | 491.88 |
| 2024-06-30 | $28M | 61k | 463.24 |
| 2024-03-31 | $24M | 56k | 431.97 |
| 2023-12-31 | $24M | 56k | 428.47 |
| 2023-09-30 | $9.1M | 24k | 377.72 |
| 2023-06-30 | $9.2M | 24k | 381.47 |
| 2023-03-31 | $7.6M | 24k | 318.16 |
| 2022-12-31 | $6.0M | 24k | 249.40 |
| 2022-09-30 | $6.2M | 24k | 257.46 |
| 2022-06-30 | $5.7M | 24k | 238.83 |
| 2022-03-31 | $10M | 34k | 304.65 |
| 2021-12-31 | $11M | 34k | 312.88 |
| 2021-09-30 | $9.0M | 34k | 264.62 |
| 2021-06-30 | $9.7M | 34k | 286.65 |
| 2021-03-31 | $8.9M | 34k | 260.76 |
| 2020-12-31 | $7.7M | 34k | 226.56 |
| 2020-09-30 | $32M | 137k | 232.89 |
| 2020-06-30 | $24M | 137k | 177.70 |
| 2020-03-31 | $22M | 137k | 158.03 |
| 2019-12-31 | $34M | 188k | 180.15 |
| 2019-09-30 | $30M | 178k | 169.18 |
| 2019-06-30 | $29M | 178k | 163.53 |
| 2019-03-31 | $25M | 176k | 143.21 |
More positions owned by Schwartz Investment Counsel
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