Waldron Private Wealth LLC
- SEC CIK
- 0001598180
- Latest filing
- Jul 20, 2026
WSO holding history
Watsco Inc in every 13F filed by Waldron Private Wealth 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 (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −473−100.0% | Sold out | Holders |
| Q2 2025 | 473 | $208.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 473 | $240.4K | <0.1% | −114−19.4% | Reduced | Holders |
| Q4 2024 | 587 | $278.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 587 | $288.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 587 | $271.9K | <0.1% | +6+1.0% | Added | Holders |
| Q1 2024 | 581 | $251.0K | <0.1% | −40−6.4% | Reduced | Holders |
| Q4 2023 | 621 | $266.1K | <0.1% | +39+6.7% | Added | Holders |
| Q3 2023 | 582 | $219.8K | <0.1% | −1−0.2% | Reduced | Holders |
| Q2 2023 | 583 | $222.4K | <0.1% | +583 | New | Holders |