Gateway Investment Advisers’s Watsco Inc WSO Stock Holding History

Gateway Investment Advisers’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
2026 Q2	$487K	Sell	1,169 -4,715	-80%	-$1.9M	﹤0.01%	592
2026 Q1	$2.14M	Sell	5,884 -5,562	-49%	-$2.16M	0.02%	242
2025 Q4	$3.86M	Buy	+11,446	New	+$4.09M	0.04%	222
2025 Q3	–	Sell	-2,326	Closed	-$1.03M	–	541
2025 Q2	$1.03M	Sell	2,326 -590	-20%	-$274K	0.01%	314
2025 Q1	$1.48M	Sell	2,916 -1,116	-28%	-$550K	0.02%	288
2024 Q4	$1.91M	Sell	4,032 -521	-11%	-$264K	0.02%	259
2024 Q3	$2.24M	Hold	4,553	–	–	0.02%	251
2024 Q2	$2.11M	Buy	+4,553	New	+$2.08M	0.02%	250

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Gateway Investment Advisers's WSO Position: Q2 2026 in Review

Gateway Investment Advisers reduced its Watsco Inc (WSO) stake by 80% in Q2 2026, selling an estimated $1.9M and leaving 1,169 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Gateway Investment Advisers first reported a position in WSO in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.86M in Q4 2025. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Gateway Investment Advisers held 1,169 shares of Watsco Inc worth $487K as of Q2 2026.
Gateway Investment Advisers sold 4,715 Watsco Inc shares in Q2 2026, an estimated $1.9M.
Watsco Inc made up ﹤0.01% of Gateway Investment Advisers's portfolio in Q2 2026, its #592 holding.
Gateway Investment Advisers first reported a position in Watsco Inc in Q2 2024 and has held it in 8 quarters since.
Gateway Investment Advisers's Watsco Inc position peaked at $3.86M in Q4 2025.
786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.