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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

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Quarterly 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