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Advyzon Investment Management’s Watts Water Technologies WTS Stock Holding History

Advyzon Investment Management’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 		$318K Sell
811
-8
-1% -$2.5K 0.02% 596
2026
Q1 		$238K Sell
819
-24
-3% -$7.32K 0.02% 614
2025
Q4 		$233K Buy
843
+31
+4% +$8.55K 0.03% 516
2025
Q3 		$227K Buy
+812
New +$218K 0.04% 401

Other funds holding WTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Advyzon Investment Management's WTS Position: Q2 2026 in Review

Advyzon Investment Management reduced its Watts Water Technologies (WTS) stake by 0.98% in Q2 2026, selling an estimated $2.5K and leaving 811 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #596.

Advyzon Investment Management first reported a position in WTS in Q3 2025 and has held it in 4 quarters since. 576 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • Advyzon Investment Management held 811 shares of Watts Water Technologies worth $318K as of Q2 2026.
  • Advyzon Investment Management sold 8 Watts Water Technologies shares in Q2 2026, an estimated $2.5K.
  • Watts Water Technologies made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #596 holding.
  • Advyzon Investment Management first reported a position in Watts Water Technologies in Q3 2025 and has held it in 4 quarters since.
  • 576 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.