AE Wealth Management’s Watts Water Technologies WTS Stock Holding History

AE Wealth 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 Q1	$42.2M	Sell	145,531 -25,663	-15%	-$7.82M	0.23%	107
2025 Q4	$47.3M	Buy	171,194 +32,901	+24%	+$9.08M	0.27%	88
2025 Q3	$38.6M	Buy	138,293 +13,642	+11%	+$3.66M	0.25%	101
2025 Q2	$30.7M	Buy	124,651 +3,473	+3%	+$781K	0.22%	105
2025 Q1	$24.7M	Buy	121,178 +13,999	+13%	+$2.94M	0.21%	112
2024 Q4	$21.8M	Buy	107,179 +18,728	+21%	+$3.89M	0.18%	124
2024 Q3	$18.3M	Buy	88,451 +16,896	+24%	+$3.27M	0.17%	144
2024 Q2	$13.1M	Buy	71,555 +28,170	+65%	+$5.65M	0.13%	188
2024 Q1	$9.22M	Buy	43,385 +7,368	+20%	+$1.49M	0.1%	227
2023 Q4	$7.17M	Buy	36,017 +15,078	+72%	+$2.85M	0.04%	488
2023 Q3	$3.62M	Buy	20,939 +7,857	+60%	+$1.44M	0.02%	640
2023 Q2	$2.4M	Buy	13,082 +4,105	+46%	+$687K	0.01%	789
2023 Q1	$1.51M	Buy	8,977 +476	+6%	+$78.5K	0.01%	896
2022 Q4	$1.24M	Buy	8,501 +574	+7%	+$82.7K	0.01%	907
2022 Q3	$997K	Buy	+7,927	New	+$1.08M	0.01%	936

Other funds holding WTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AE Wealth Management's WTS Position: Q1 2026 in Review

AE Wealth Management reduced its Watts Water Technologies (WTS) stake by 15% in Q1 2026, selling an estimated $7.82M and leaving 145,531 shares worth $42.2M. The position accounts for 0.23% of the portfolio, ranked #107.

AE Wealth Management first reported a position in WTS in Q3 2022 and has held it in 15 quarters since. The position peaked at $47.3M in Q4 2025. 516 funds tracked by Wall St. Rank hold WTS as of Q1 2026.

AE Wealth Management held 145,531 shares of Watts Water Technologies worth $42.2M as of Q1 2026.
AE Wealth Management sold 25,663 Watts Water Technologies shares in Q1 2026, an estimated $7.82M.
Watts Water Technologies made up 0.23% of AE Wealth Management's portfolio in Q1 2026, its #107 holding.
AE Wealth Management first reported a position in Watts Water Technologies in Q3 2022 and has held it in 15 quarters since.
AE Wealth Management's Watts Water Technologies position peaked at $47.3M in Q4 2025.
516 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.