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Watsco, Incorporated shares owned by Sumitomo Mitsui Trust Holdings

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Sumitomo Mitsui Trust Holdings from 13F filings

Historical chart of Sumitomo Mitsui Trust Holdings investment in Watsco, Incorporated

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All positions including Watsco, Incorporated held by Sumitomo Mitsui Trust Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Watsco, Incorporated by Sumitomo Mitsui Trust Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $28M 70k 404.30
2025-06-30 $30M 68k 441.62
2025-03-31 $35M 68k 508.30
2024-12-31 $33M 69k 473.89
2024-09-30 $32M 65k 491.88
2024-06-30 $30M 64k 463.24
2024-03-31 $31M 71k 431.97
2023-12-31 $30M 71k 428.47
2023-09-30 $27M 72k 377.72
2023-06-30 $30M 78k 381.47
2022-03-31 $2.2M 7.2k 304.61
2021-12-31 $2.3M 7.2k 312.92