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Watsco, Incorporated shares owned by Milestone Group

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

Historical chart of Milestone Group investment in Watsco, Incorporated

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

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Quarterly reported holdings in Watsco, Incorporated by Milestone Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $12k 35 336.97
2024-12-31 $948 2 474.00
2024-09-30 $984 2 492.00
2024-06-30 $927 2 463.50

More positions owned by Milestone Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Gold Tr Shares Represent (IAUM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Milestone Group

Top funds holding Watsco, Incorporated

Capital Research and Management Company - Division 3
BlackRock
Vanguard Group
FMR
Charles Schwab Investment Management
Kayne Anderson Rudnick Investment Management
State Street Corporation
Baillie Gifford & Co
William Blair $ Company
Geode Capital Management
Markel Corporation
CI Private Wealth
Davenport & Co
Capital World Investors
Wells Fargo & Company

View all funds holding Watsco, Incorporated