Watsco, Incorporated shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Watsco, Incorporated
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All positions including Watsco, Incorporated held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Watsco, Incorporated by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.3M | 16k | 404.30 |
| 2025-06-30 | $6.7M | 15k | 441.63 |
| 2025-03-31 | $7.9M | 16k | 508.29 |
| 2024-12-31 | $3.6M | 7.6k | 473.87 |
| 2024-09-30 | $219k | 446 | 491.48 |
| 2024-06-30 | $205k | 442 | 462.86 |
| 2023-06-30 | $207k | 543 | 381.60 |
| 2021-06-30 | $236k | 822 | 287.10 |
| 2016-09-30 | $371k | 2.6k | 140.85 |
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