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Mather Group, LLC.

SEC CIK
0001527641
Latest filing
Jul 27, 2026

WSO holding history

Watsco Inc in every 13F filed by Mather Group, LLC., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WSO overviewAll 13F holders of WSOFull Q2 2026 holdings

Shares (Q2 2026)
5,340
Value
$2.23M
% of portfolio
<0.1%
Quarters held
8
Since Q1 2024
Holdings of WSO by Mather Group, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,340$2.23M<0.1%+5,109+2,211.7%AddedHolders
Q1 2026231$84.0K<0.1%+231NewHolders
Q4 20250$00.0%−257−100.0%Sold outHolders
Q3 2025257$103.9K<0.1%+257NewHolders
Q2 20250$00.0%−287−100.0%Sold outHolders
Q1 2025287$145.8K<0.1%+9+3.2%AddedHolders
Q4 2024278$131.7K<0.1%+19+7.3%AddedHolders
Q3 2024259$127.2K<0.1%−34−11.6%ReducedHolders
Q2 2024293$126.6K<0.1%+27+10.2%AddedHolders
Q1 2024266$114.0K<0.1%+266NewHolders