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Watsco, Incorporated shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Watsco, Incorporated

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

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Quarterly reported holdings in Watsco, Incorporated by Summit Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $202k 435 463.24

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Top funds holding Watsco, Incorporated

BlackRock
Vanguard Group
Kayne Anderson Rudnick Investment Management
Baillie Gifford & Co
Charles Schwab Investment Management
State Street Corporation
William Blair $ Company
Geode Capital Management
Morgan Stanley
Neuberger Berman Group
Markel Corporation
Wells Fargo & Company
Barclays
Jpmorgan Chase & Co
Bank of New York Mellon

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