Jain Global’s Watsco Inc WSO Stock Holding History

Jain Global’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	–	Sell	-3,363	Closed	-$1.22M	–	2076
2026 Q1	$1.22M	Buy	+3,363	New	+$1.3M	0.01%	771
2025 Q4	–	Sell	-17,230	Closed	-$6.97M	–	1562
2025 Q3	$6.97M	Buy	17,230 +15,329	+806%	+$6.55M	0.03%	292
2025 Q2	$840K	Buy	1,901 +180	+10%	+$83.5K	0.01%	680
2025 Q1	$875K	Sell	1,721 -296	-15%	-$146K	0.01%	454
2024 Q4	$956K	Buy	+2,017	New	+$1.02M	0.03%	331

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 $3.37T AUM 44.26% 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

Jain Global's WSO Position: Q2 2026 in Review

Jain Global sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 3,363 shares — an estimated $1.22M sold.

Jain Global first reported a position in WSO in Q4 2024 and held it in 5 quarters. The position peaked at $6.97M in Q3 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Jain Global reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
Jain Global sold 3,363 Watsco Inc shares in Q2 2026, an estimated $1.22M.
Jain Global first reported a position in Watsco Inc in Q4 2024 and held it in 5 quarters.
Jain Global's Watsco Inc position peaked at $6.97M in Q3 2025.
783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Jain Global's 13F filing for Q2 2026, filed 14 Aug 2026.