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First Hawaiian Bank’s Watsco Inc WSO Stock Holding History

First Hawaiian Bank’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
Q1 		– Sell
-4,435
Closed -$2.1M – 769
2024
Q4 		$2.1M Buy
4,435
+46
+1% +$23.3K 0.07% 214
2024
Q3 		$2.16M Sell
4,389
-430
-9% -$207K 0.07% 215
2024
Q2 		$2.23M Sell
4,819
-497
-9% -$227K 0.08% 193
2024
Q1 		$2.3M Sell
5,316
-1,042
-16% -$419K 0.07% 216
2023
Q4 		$2.72M Sell
6,358
-723
-10% -$280K 0.09% 170
2023
Q3 		$2.67M Buy
7,081
+94
+1% +$34K 0.09% 166
2023
Q2 		$2.67M Sell
6,987
-554
-7% -$188K 0.09% 170
2023
Q1 		$2.4M Buy
7,541
+434
+6% +$127K 0.08% 183
2022
Q4 		$1.77M Sell
7,107
-2
-0% -$526 0.06% 231
2022
Q3 		$1.83M Buy
7,109
+1,545
+28% +$419K 0.07% 201
2022
Q2 		$1.33M Buy
5,564
+3,734
+204% +$983K 0.05% 278
2022
Q1 		$558K Buy
1,830
+2
+0.1% +$570 0.02% 563
2021
Q4 		$572K Sell
1,828
-4
-0.2% -$1.19K 0.02% 583
2021
Q3 		$484K Sell
1,832
-5
-0.3% -$1.4K 0.02% 525
2021
Q2 		$526K Sell
1,837
-28
-2% -$8.02K 0.02% 489
2021
Q1 		$487K Buy
1,865
+86
+5% +$21.2K 0.02% 543
2020
Q4 		$403K Buy
1,779
+15
+0.9% +$3.45K 0.02% 558
2020
Q3 		$411K Sell
1,764
-741
-30% -$167K 0.02% 490
2020
Q2 		$445K Sell
2,505
-68
-3% -$11.3K 0.02% 452
2020
Q1 		$406K Buy
+2,573
New +$434K 0.02% 429
2019
Q4 		– Sell
-1,925
Closed -$326K – 873
2019
Q3 		$326K Buy
+1,925
New +$312K 0.02% 619
2019
Q2 		– Sell
-287
Closed -$41K – 1514
2019
Q1 		$41K Sell
287
-598
-68% -$85.8K ﹤0.01% 1092
2018
Q4 		$123K Buy
885
+127
+17% +$19.4K 0.01% 847
2018
Q3 		$135K Buy
+758
New +$134K 0.01% 871

Other funds holding WSO

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Hawaiian Bank's WSO Position: Q1 2025 in Review

First Hawaiian Bank sold out of Watsco Inc (WSO) in Q1 2025, closing a stake of 4,435 shares — an estimated $2.1M sold.

First Hawaiian Bank first reported a position in WSO in Q3 2018 and held it in 24 quarters. The position peaked at $2.72M in Q4 2023. 841 funds tracked by Wall St. Rank hold WSO as of Q1 2025.

  • First Hawaiian Bank reported no remaining Watsco Inc position as of Q1 2025 after selling out during the quarter.
  • First Hawaiian Bank sold 4,435 Watsco Inc shares in Q1 2025, an estimated $2.1M.
  • First Hawaiian Bank first reported a position in Watsco Inc in Q3 2018 and held it in 24 quarters.
  • First Hawaiian Bank's Watsco Inc position peaked at $2.72M in Q4 2023.
  • 841 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2025.

Based on First Hawaiian Bank's 13F filing for Q1 2025, filed 3 Apr 2025.