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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
Q2 		$61.5M Buy
157,140
+11,609
+8% +$3.62M 0.29% 86
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
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

AE Wealth Management's WTS Position: Q2 2026 in Review

AE Wealth Management increased its Watts Water Technologies (WTS) stake by 8% in Q2 2026, buying an estimated $3.62M and bringing the position to 157,140 shares worth $61.5M. The position accounts for 0.29% of the portfolio, ranked #86.

AE Wealth Management first reported a position in WTS in Q3 2022 and has held it in 16 quarters since. 578 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • AE Wealth Management held 157,140 shares of Watts Water Technologies worth $61.5M as of Q2 2026.
  • AE Wealth Management bought 11,609 Watts Water Technologies shares in Q2 2026, an estimated $3.62M.
  • Watts Water Technologies made up 0.29% of AE Wealth Management's portfolio in Q2 2026, its #86 holding.
  • AE Wealth Management first reported a position in Watts Water Technologies in Q3 2022 and has held it in 16 quarters since.
  • 578 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.