Jefferies Group's WSO Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 6,188 shares of Watsco, Inc. (WSO) worth $2.09 M, representing 0.01% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in WSO, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 6,188 shares. Largest reduction occurred in Q2 2023, reducing 12,107 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Watsco (WSO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Watsco (WSO) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2023 | +12,107 | New Buy | 12,107 | $318.16 |
| Q2 2023 | -12,107 | Sold Out | 0 | $0.00 |
| Q4 2023 | +5,322 | New Buy | 5,322 | $428.47 |
| Q1 2024 | -5,322 | Sold Out | 0 | $0.00 |
| Q2 2024 | +495 | New Buy | 495 | $463.24 |
| Q3 2024 | -50 | Reduce 10.10% | 445 | $491.88 |
| Q2 2025 | -445 | Sold Out | 0 | $0.00 |
| Q4 2025 | +6,188 | New Buy | 6,188 | $336.95 |
Jefferies Group's Watsco Investment FAQs
Jefferies Group first purchased Watsco, Inc. (WSO) in Q1 2023, acquiring 12,107 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Watsco, Inc. (WSO) for 10 quarters since Q1 2023.
Jefferies Group's largest addition to Watsco, Inc. (WSO) was in Q1 2023, adding 12,107 shares worth $3.85 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 6,188 shares of Watsco, Inc. (WSO), valued at approximately $2.09 M.
As of the Q4 2025 filing, Watsco, Inc. (WSO) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Watsco, Inc. (WSO) was 12,107 shares, as reported at the end of Q1 2023.