Baird Financial Group, Inc.

SEC CIK: 0001648711
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

WSO holding history

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

WSO overview All 13F holders of WSO Full Q2 2026 holdings

Shares (Q2 2026): 112,909
Value: $47.1M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of WSO by Baird Financial Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	112,909	$47.1M	0.1%	−9,297−7.6%	Reduced	Holders
Q1 2026	122,206	$44.5M	0.1%	+12,597+11.5%	Added	Holders
Q4 2025	109,609	$36.9M	0.1%	+4,073+3.9%	Added	Holders
Q3 2025	105,536	$42.7M	0.1%	−2,166−2.0%	Reduced	Holders
Q2 2025	107,702	$47.6M	0.1%	−223−0.2%	Reduced	Holders
Q1 2025	107,925	$54.9M	0.1%	−2,596−2.3%	Reduced	Holders
Q4 2024	110,521	$52.4M	0.1%	−3,693−3.2%	Reduced	Holders
Q3 2024	114,214	$56.2M	0.1%	−156,773−57.9%	Reduced	Holders
Q2 2024	270,987	$125.5M	0.3%	−64,625−19.3%	Reduced	Holders
Q1 2024	335,612	$145.0M	0.3%	−4,411−1.3%	Reduced	Holders
Q4 2023	340,023	$145.7M	0.3%	+15,552+4.8%	Added	Holders
Q3 2023	324,471	$122.6M	0.3%	+5,908+1.9%	Added	Holders
Q2 2023	318,563	$121.5M	0.3%	−18,498−5.5%	Reduced	Holders
Q1 2023	337,061	$107.2M	0.3%	+43,338+14.8%	Added	Holders
Q4 2022	293,723	$73.3M	0.2%	+6,191+2.2%	Added	Holders
Q3 2022	287,532	$74.0M	0.2%	+189,668+193.8%	Added	Holders
Q2 2022	97,864	$23.4M	0.1%	+10,006+11.4%	Added	Holders
Q1 2022	87,858	$26.8M	0.1%	+9,565+12.2%	Added	Holders
Q4 2021	78,293	$24.5M	0.1%	+2,177+2.9%	Added	Holders
Q3 2021	76,116	$20.1M	0.1%	+3,412+4.7%	Added	Holders
Q2 2021	72,704	$20.8M	0.1%	+498+0.7%	Added	Holders
Q1 2021	72,206	$18.8M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.