WATSCO INC
United States·USD
Congressional Trades
Whale Activity
- Increased0
- New0
- Held0
- Decreased0
- Closed0
- No prior filing2
| Filer | Shares | Value | Change |
|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 320.4K | $97.0M | — |
| DUDLEY & SHANLEY, INC. | 51.6K | $15.6M | — |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
No open-market insider buys or sells in the last two years.
Recent Insider Transactions
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| Washington Mutual Investors Fund | 1.8M | $553.4M | 0.25% | Jul 31, 2026 |
| iShares Core S&P Mid-Cap ETF iShares Trust | 1.2M | $499.2M | 0.40% | Jun 30, 2026 |
| American Mutual Fund | 1.5M | $479.0M | 0.41% | Jul 31, 2026 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1.1M | $463.1M | 0.02% | Jun 30, 2026 |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 802.5K | $334.4M | 0.18% | Jun 30, 2026 |
| Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST | 833.8K | $306.1M | 0.32% | May 31, 2026 |
| VANGUARD U.S. GROWTH FUND VANGUARD WORLD FUND | 617.2K | $226.6M | 0.48% | May 31, 2026 |
| American Funds Fundamental Investors | 466.5K | $194.4M | 0.11% | Jun 30, 2026 |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 462.7K | $192.8M | 0.41% | Jun 30, 2026 |
| Capital Income Builder | 576.7K | $178.4M | 0.14% | Jul 31, 2026 |
Mutual funds and ETFs whose N-PORT filings list WSO's shares (CUSIP 942622200), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Corporate Lobbying
No lobbying filings found naming WATSCO INC as the client.
Government Contracts
No federal contract awards found for WATSCO INC.
U.S. Patents
No USPTO patent applications found for WATSCO INC.
Annual Financials
No annual XBRL figures on record for WSO. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
- 3-for-2Stock splitAug 17, 1998
- 3-for-2Stock splitJun 17, 1996
- 3-for-2Stock splitMay 16, 1995
Split dates and ratios from the price history · Close Prices from Tiingo.com