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Watsco, Incorporated shares owned by Trinity Financial Advisors

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

Historical chart of Trinity Financial Advisors investment in Watsco, Incorporated

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

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Quarterly reported holdings in Watsco, Incorporated by Trinity Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $209k 452 462.99
2024-06-30 $209k 452 462.99

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View all positions for Trinity Financial Advisors

Top funds holding Watsco, Incorporated

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

View all funds holding Watsco, Incorporated