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
Download as csvQuarterly 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 |
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