Gilder Gagnon Howe & Co’s Watsco Inc WSO Stock Holding History

Gilder Gagnon Howe & Co’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	-4,021	Closed	-$2.04M	–	261
2025 Q1	$2.04M	Sell	4,021 -85	-2%	-$41.9K	0.03%	169
2024 Q4	$1.95M	Sell	4,106 -135	-3%	-$68.4K	0.02%	187
2024 Q3	$2.09M	Sell	4,241 -15	-0.4%	-$7.21K	0.03%	182
2024 Q2	$1.97M	Buy	4,256 +18	+0.4%	+$8.23K	0.02%	180
2024 Q1	$1.83M	Sell	4,238 -14	-0.3%	-$5.62K	0.02%	190
2023 Q4	$1.82M	Buy	+4,252	New	+$1.65M	0.03%	183
2021 Q4	–	Sell	-256	Closed	-$68K	–	437
2021 Q3	$68K	Sell	256 -353,958	-100%	-$99.3M	﹤0.01%	379
2021 Q2	$102M	Sell	354,214 -2,588	-0.7%	-$741K	0.5%	58
2021 Q1	$93M	Sell	356,802 -9,263	-3%	-$2.28M	0.5%	60
2020 Q4	$82.9M	Sell	366,065 -10,990	-3%	-$2.53M	0.41%	75
2020 Q3	$87.8M	Buy	+377,055	New	+$84.9M	0.54%	60

Other funds holding WSO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gilder Gagnon Howe & Co's WSO Position: Q2 2025 in Review

Gilder Gagnon Howe & Co sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 4,021 shares — an estimated $2.04M sold.

Gilder Gagnon Howe & Co first reported a position in WSO in Q3 2020 and held it in 11 quarters. The position peaked at $102M in Q2 2021. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

Gilder Gagnon Howe & Co reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
Gilder Gagnon Howe & Co sold 4,021 Watsco Inc shares in Q2 2025, an estimated $2.04M.
Gilder Gagnon Howe & Co first reported a position in Watsco Inc in Q3 2020 and held it in 11 quarters.
Gilder Gagnon Howe & Co's Watsco Inc position peaked at $102M in Q2 2021.
806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on Gilder Gagnon Howe & Co's 13F filing for Q2 2025, filed 14 Aug 2025.