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Engineers Gate Manager’s Watsco Inc WSO Stock Holding History

Engineers Gate Manager’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
Q4 		– Sell
-5,509
Closed -$2.23M – 2608
2025
Q3 		$2.23M Sell
5,509
-25,800
-82% -$11M 0.03% 714
2025
Q2 		$13.8M Buy
31,309
+30,595
+4,285% +$14.2M 0.17% 158
2025
Q1 		$363K Sell
714
-808
-53% -$398K 0.01% 1598
2024
Q4 		$721K Sell
1,522
-6,506
-81% -$3.29M 0.01% 1201
2024
Q3 		$3.95M Buy
+8,028
New +$3.86M 0.08% 354
2023
Q1 		– Sell
-1,882
Closed -$469K – 2049
2022
Q4 		$469K Buy
1,882
+909
+93% +$239K 0.03% 933
2022
Q3 		$251K Sell
973
-629
-39% -$170K 0.02% 1206
2022
Q2 		$383K Buy
+1,602
New +$422K 0.01% 1257
2022
Q1 		– Sell
-4,137
Closed -$1.29M – 2357
2021
Q4 		$1.29M Buy
4,137
+2,288
+124% +$678K 0.06% 467
2021
Q3 		$489K Buy
+1,849
New +$518K 0.03% 890
2021
Q2 		– Sell
-1,600
Closed -$417K – 2067
2021
Q1 		$417K Buy
+1,600
New +$395K 0.02% 1102
2020
Q4 		– Sell
-7,569
Closed -$1.76M – 2023
2020
Q3 		$1.76M Buy
7,569
+6,268
+482% +$1.41M 0.08% 348
2020
Q2 		$231K Buy
+1,301
New +$215K 0.01% 1371
2020
Q1 		– Sell
-2,816
Closed -$507K – 1982
2019
Q4 		$507K Buy
+2,816
New +$495K 0.02% 987
2018
Q4 		– Sell
-2,041
Closed -$364K – 1167
2018
Q3 		$364K Buy
+2,041
New +$361K 0.03% 601
2015
Q1 		– Sell
-3,832
Closed -$410K – 1085
2014
Q4 		$410K Buy
+3,832
New +$381K 0.12% 323

Other funds holding WSO

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Engineers Gate Manager's WSO Position: Q4 2025 in Review

Engineers Gate Manager sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 5,509 shares — an estimated $2.23M sold.

Engineers Gate Manager first reported a position in WSO in Q4 2014 and held it in 16 quarters. The position peaked at $13.8M in Q2 2025. 766 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

  • Engineers Gate Manager reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
  • Engineers Gate Manager sold 5,509 Watsco Inc shares in Q4 2025, an estimated $2.23M.
  • Engineers Gate Manager first reported a position in Watsco Inc in Q4 2014 and held it in 16 quarters.
  • Engineers Gate Manager's Watsco Inc position peaked at $13.8M in Q2 2025.
  • 766 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Engineers Gate Manager's 13F filing for Q4 2025, filed 17 Feb 2026.