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Atria Wealth Solutions’s Watts Water Technologies WTS Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-1,400
Closed -$285K – 1927
2025
Q1 		$285K Buy
+1,400
New +$294K ﹤0.01% 1494
2024
Q3 		– Sell
-1,123
Closed -$206K – 2059
2024
Q2 		$206K Sell
1,123
-448
-29% -$89.9K ﹤0.01% 1762
2024
Q1 		$334K Sell
1,571
-116
-7% -$23.5K ﹤0.01% 1490
2023
Q4 		$351K Buy
+1,687
New +$319K ﹤0.01% 1392

Other funds holding WTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $9.3B AUM 25.54% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atria Wealth Solutions's WTS Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Watts Water Technologies (WTS) in Q2 2025, closing a stake of 1,400 shares — an estimated $285K sold.

Atria Wealth Solutions first reported a position in WTS in Q4 2023 and held it in 4 quarters. The position peaked at $351K in Q4 2023. 460 funds tracked by Wall St. Rank hold WTS as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Watts Water Technologies position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,400 Watts Water Technologies shares in Q2 2025, an estimated $285K.
  • Atria Wealth Solutions first reported a position in Watts Water Technologies in Q4 2023 and held it in 4 quarters.
  • Atria Wealth Solutions's Watts Water Technologies position peaked at $351K in Q4 2023.
  • 460 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.