Action Point Financial Planning’s Watts Water Technologies WTS Stock Holding History

Action Point Financial Planning’s Portfolio WTS Stock Details WTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.22K	Buy	+22	New	+$6.86K	﹤0.01%	1555

Other funds holding WTS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Action Point Financial Planning's WTS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Watts Water Technologies (WTS) in Q2 2026: 22 shares worth $8.22K. The stake represents ﹤0.01% of the portfolio and ranks #1555 among its holdings.

574 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

Action Point Financial Planning held 22 shares of Watts Water Technologies worth $8.22K as of Q2 2026.
Watts Water Technologies was a new Action Point Financial Planning position in Q2 2026.
Watts Water Technologies made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1555 holding.
574 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.