JF
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Jump Financial’s Watsco Inc WSO Stock Holding History

Jump Financial’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 		$1.05M Sell
2,520
-4,561
-64% -$1.83M 0.01% 1169
2026
Q1 		$2.58M Buy
7,081
+6,485
+1,088% +$2.51M 0.03% 567
2025
Q4 		$201K Sell
596
-4,806
-89% -$1.72M ﹤0.01% 1748
2025
Q3 		$2.18M Buy
+5,402
New +$2.31M 0.03% 695
2025
Q2 		– Sell
-7,743
Closed -$3.94M – 2230
2025
Q1 		$3.94M Buy
7,743
+3,071
+66% +$1.51M 0.05% 392
2024
Q4 		$2.21M Buy
+4,672
New +$2.37M 0.05% 476
2024
Q3 		– Sell
-5,627
Closed -$2.61M – 2176
2024
Q2 		$2.61M Sell
5,627
-7,731
-58% -$3.53M 0.05% 448
2024
Q1 		$5.77M Buy
13,358
+9,356
+234% +$3.76M 0.16% 102
2023
Q4 		$1.71M Buy
+4,002
New +$1.55M 0.05% 452
2023
Q3 		– Sell
-1,925
Closed -$734K – 2301
2023
Q2 		$734K Sell
1,925
-4,377
-69% -$1.48M 0.03% 836
2023
Q1 		$2.01M Buy
6,302
+1,677
+36% +$493K 0.08% 361
2022
Q4 		$1.15M Buy
4,625
+3,141
+212% +$826K 0.06% 413
2022
Q3 		$382K Sell
1,484
-1,102
-43% -$299K 0.01% 1017
2022
Q2 		$618K Sell
2,586
-614
-19% -$162K 0.03% 757
2022
Q1 		$975K Buy
3,200
+1,100
+52% +$314K 0.04% 531
2021
Q4 		$657K Buy
+2,100
New +$622K 0.04% 540
2021
Q3 		– Sell
-3,100
Closed -$889K – 1551
2021
Q2 		$889K Sell
3,100
-600
-16% -$172K 0.09% 302
2021
Q1 		$965K Buy
+3,700
New +$912K 0.09% 237

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Jump Financial's WSO Position: Q2 2026 in Review

Jump Financial reduced its Watsco Inc (WSO) stake by 64% in Q2 2026, selling an estimated $1.83M and leaving 2,520 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #1169.

Jump Financial first reported a position in WSO in Q1 2021 and has held it in 18 quarters since. The position peaked at $5.77M in Q1 2024. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Jump Financial held 2,520 shares of Watsco Inc worth $1.05M as of Q2 2026.
  • Jump Financial sold 4,561 Watsco Inc shares in Q2 2026, an estimated $1.83M.
  • Watsco Inc made up 0.01% of Jump Financial's portfolio in Q2 2026, its #1169 holding.
  • Jump Financial first reported a position in Watsco Inc in Q1 2021 and has held it in 18 quarters since.
  • Jump Financial's Watsco Inc position peaked at $5.77M in Q1 2024.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.