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Watsco, Incorporated shares owned by Virginia Estate & Retirement Planning Advisors

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Virginia Estate & Retirement Planning Advisors from 13F filings

Historical chart of Virginia Estate & Retirement Planning Advisors investment in Watsco, Incorporated

Tip: Access up to 7 years of quarterly data

All positions including Watsco, Incorporated held by Virginia Estate & Retirement Planning Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Watsco, Incorporated by Virginia Estate & Retirement Planning Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $15k 36 416.72

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View all positions for Virginia Estate & Retirement Planning Advisors

Top funds holding Watsco, Incorporated

BlackRock
Capital Research and Management Company - Division 3
Capital Research Global Investors
FMR
Vanguard Portfolio Management
Vanguard Capital Management
Charles Schwab Investment Management
Kayne Anderson Rudnick Investment Management
State Street Corporation
Baillie Gifford & Co
Morgan Stanley
Geode Capital Management
Markel Corporation
William Blair $ Company
Goldman Sachs Group

View all funds holding Watsco, Incorporated