Jacobs Levy Equity Management
WSO icon

Jacobs Levy Equity Management’s Watsco Inc WSO Stock Holding History

Jacobs Levy Equity 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
2026
Q1 		$53.6M Sell
147,380
-5,065
-3% -$1.96M 0.23% 110
2025
Q4 		$51.4M Buy
152,445
+36,103
+31% +$12.9M 0.2% 113
2025
Q3 		$47M Sell
116,342
-10,454
-8% -$4.47M 0.19% 119
2025
Q2 		$56M Buy
126,796
+19,506
+18% +$9.05M 0.22% 107
2025
Q1 		$54.5M Buy
+107,290
New +$52.9M 0.22% 110
2017
Q2 		– Sell
-3,570
Closed -$511K – 1026
2017
Q1 		$511K Buy
3,570
+160
+5% +$24K 0.01% 661
2016
Q4 		$505K Hold
3,410
– – 0.01% 679
2016
Q3 		$480K Sell
3,410
-220
-6% -$31.5K 0.01% 722
2016
Q2 		$511K Sell
3,630
-11,800
-76% -$1.58M 0.01% 746
2016
Q1 		$2.08M Sell
15,430
-360
-2% -$43.7K 0.04% 399
2015
Q4 		$1.85M Sell
15,790
-11,690
-43% -$1.44M 0.04% 365
2015
Q3 		$3.26M Sell
27,480
-6,420
-19% -$800K 0.07% 271
2015
Q2 		$4.2M Buy
33,900
+26,659
+368% +$3.32M 0.08% 245
2015
Q1 		$910K Buy
+7,241
New +$831K 0.02% 497
2014
Q3 		– Sell
-25,907
Closed -$2.66M – 917
2014
Q2 		$2.66M Sell
25,907
-200
-0.8% -$20.2K 0.04% 360
2014
Q1 		$2.61M Sell
26,107
-8,570
-25% -$827K 0.04% 358
2013
Q4 		$3.33M Sell
34,677
-120
-0.3% -$11.4K 0.05% 351
2013
Q3 		$3.28M Hold
34,797
– – 0.06% 348
2013
Q2 		$2.92M Buy
+34,797
New +$2.94M 0.05% 358

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