JF
WSO icon

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
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 – 2223
2025
Q1 		$3.94M Buy
7,743
+3,071
+66% +$1.51M 0.05% 389
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
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
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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

Jump Financial's WSO Position: Q1 2026 in Review

Jump Financial increased its Watsco Inc (WSO) stake by 1,088% in Q1 2026, buying an estimated $2.51M and bringing the position to 7,081 shares worth $2.58M. The position accounts for 0.03% of the portfolio, ranked #567.

Jump Financial first reported a position in WSO in Q1 2021 and has held it in 17 quarters since. The position peaked at $5.77M in Q1 2024. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Jump Financial held 7,081 shares of Watsco Inc worth $2.58M as of Q1 2026.
  • Jump Financial bought 6,485 Watsco Inc shares in Q1 2026, an estimated $2.51M.
  • Watsco Inc made up 0.03% of Jump Financial's portfolio in Q1 2026, its #567 holding.
  • Jump Financial first reported a position in Watsco Inc in Q1 2021 and has held it in 17 quarters since.
  • Jump Financial's Watsco Inc position peaked at $5.77M in Q1 2024.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Jump Financial's 13F filing for Q1 2026, filed 14 May 2026.