William Blair Investment Management
WSO icon

William Blair Investment Management’s Watsco Inc WSO Stock Holding History

William Blair Investment Management’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
Q3 		– Sell
-13,202
Closed -$5.83M – 458
2025
Q2 		$5.83M Sell
13,202
-15,635
-54% -$7.25M 0.02% 344
2025
Q1 		$14.7M Sell
28,837
-23,627
-45% -$11.6M 0.04% 316
2024
Q4 		$24.9M Sell
52,464
-22,083
-30% -$11.2M 0.06% 285
2024
Q3 		$36.7M Buy
74,547
+9,480
+15% +$4.56M 0.09% 193
2024
Q2 		$30.1M Sell
65,067
-1,899
-3% -$868K 0.08% 220
2024
Q1 		$28.9M Buy
66,966
+3,881
+6% +$1.56M 0.07% 249
2023
Q4 		$27M Buy
63,085
+1,799
+3% +$697K 0.08% 249
2023
Q3 		$23.1M Sell
61,286
-15,536
-20% -$5.62M 0.08% 255
2023
Q2 		$29.3M Sell
76,822
-19,207
-20% -$6.51M 0.09% 233
2023
Q1 		$30.6M Sell
96,029
-3,383
-3% -$994K 0.11% 218
2022
Q4 		$24.8M Sell
99,412
-16,050
-14% -$4.22M 0.09% 240
2022
Q3 		$29.7M Buy
+115,462
New +$31.3M 0.12% 194
2019
Q3 		– Sell
-122,264
Closed -$20M – 388
2019
Q2 		$20M Buy
122,264
+61,029
+100% +$9.59M 0.08% 200
2019
Q1 		$8.77M Buy
+61,235
New +$8.79M 0.04% 321
2018
Q4 		– Sell
-157,391
Closed -$28M – 438
2018
Q3 		$28M Sell
157,391
-1,083
-0.7% -$191K 0.1% 197
2018
Q2 		$28.3M Sell
158,474
-703
-0.4% -$128K 0.11% 191
2018
Q1 		$28.8M Sell
159,177
-3,615
-2% -$627K 0.11% 187
2017
Q4 		$27.7M Sell
162,792
-72,640
-31% -$12M 0.11% 201
2017
Q3 		$37.9M Sell
235,432
-3,094
-1% -$467K 0.14% 165
2017
Q2 		$36.8M Sell
238,526
-2,556
-1% -$365K 0.13% 169
2017
Q1 		$34.5M Buy
241,082
+29,423
+14% +$4.41M 0.13% 171
2016
Q4 		$31.4M Sell
211,659
-22,610
-10% -$3.28M 0.13% 177
2016
Q3 		$33M Sell
234,269
-5,864
-2% -$840K 0.12% 181
2016
Q2 		$33.8M Buy
240,133
+17,693
+8% +$2.37M 0.13% 171
2016
Q1 		$30M Buy
+222,440
New +$27M 0.12% 166
2015
Q4 		– Sell
-4,549
Closed -$539K – 472
2015
Q3 		$539K Buy
+4,549
New +$567K ﹤0.01% 994

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

William Blair Investment Management's WSO Position: Q3 2025 in Review

William Blair Investment Management sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 13,202 shares — an estimated $5.83M sold.

William Blair Investment Management first reported a position in WSO in Q3 2015 and held it in 26 quarters. The position peaked at $37.9M in Q3 2017. 777 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

  • William Blair Investment Management reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
  • William Blair Investment Management sold 13,202 Watsco Inc shares in Q3 2025, an estimated $5.83M.
  • William Blair Investment Management first reported a position in Watsco Inc in Q3 2015 and held it in 26 quarters.
  • William Blair Investment Management's Watsco Inc position peaked at $37.9M in Q3 2017.
  • 777 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on William Blair Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.