Jefferies Financial Group’s Watsco Inc WSO Stock Holding History

Jefferies Financial Group’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	–	Sell	-6,188	Closed	-$2.09M	–	2259
2025 Q4	$2.09M	Buy	+6,188	New	+$2.21M	0.01%	791
2025 Q2	–	Sell	-445	Closed	-$226K	–	1864
2025 Q1	$226K	Hold	445	–	–	﹤0.01%	1331
2024 Q4	$211K	Hold	445	–	–	﹤0.01%	1373
2024 Q3	$219K	Sell	445 -50	-10%	-$24K	﹤0.01%	1206
2024 Q2	$229K	Buy	+495	New	+$226K	﹤0.01%	1196
2024 Q1	–	Sell	-5,322	Closed	-$2.28M	–	2083
2023 Q4	$2.28M	Buy	+5,322	New	+$2.06M	0.01%	662
2023 Q2	–	Sell	-12,107	Closed	-$3.85M	–	2047
2023 Q1	$3.85M	Buy	+12,107	New	+$3.56M	0.03%	438

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Jefferies Financial Group's WSO Position: Q1 2026 in Review

Jefferies Financial Group sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 6,188 shares — an estimated $2.09M sold.

Jefferies Financial Group first reported a position in WSO in Q1 2023 and held it in 7 quarters. The position peaked at $3.85M in Q1 2023. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Jefferies Financial Group reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
Jefferies Financial Group sold 6,188 Watsco Inc shares in Q1 2026, an estimated $2.09M.
Jefferies Financial Group first reported a position in Watsco Inc in Q1 2023 and held it in 7 quarters.
Jefferies Financial Group's Watsco Inc position peaked at $3.85M in Q1 2023.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.