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Watsco, Incorporated shares owned by Tred Avon Family Wealth

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Tred Avon Family Wealth from 13F filings

Historical chart of Tred Avon Family Wealth investment in Watsco, Incorporated

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All positions including Watsco, Incorporated held by Tred Avon Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Watsco, Incorporated by Tred Avon Family Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $396k 1.2k 336.95

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Top funds holding Watsco, Incorporated

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

View all funds holding Watsco, Incorporated