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Bank of Hawaii’s Watsco Inc WSO Stock Holding History

Bank of Hawaii’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,201
Closed -$610K – 270
2025
Q1 		$610K Hold
1,201
– – 0.04% 159
2024
Q4 		$569K Hold
1,201
– – 0.03% 167
2024
Q3 		$591K Hold
1,201
– – 0.02% 169
2024
Q2 		$556K Hold
1,201
– – 0.03% 173
2024
Q1 		$519K Buy
+1,201
New +$482K 0.03% 186
2021
Q4 		– Sell
-1,075
Closed -$284K – 275
2021
Q3 		$284K Buy
+1,075
New +$301K 0.02% 230

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Hawaii's WSO Position: Q2 2025 in Review

Bank of Hawaii sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 1,201 shares — an estimated $610K sold.

Bank of Hawaii first reported a position in WSO in Q3 2021 and held it in 6 quarters. The position peaked at $610K in Q1 2025. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

  • Bank of Hawaii reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
  • Bank of Hawaii sold 1,201 Watsco Inc shares in Q2 2025, an estimated $610K.
  • Bank of Hawaii first reported a position in Watsco Inc in Q3 2021 and held it in 6 quarters.
  • Bank of Hawaii's Watsco Inc position peaked at $610K in Q1 2025.
  • 806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on Bank of Hawaii's 13F filing for Q2 2025, filed 14 Aug 2025.