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Balboa Wealth Partners’s Watts Water Technologies WTS Stock Holding History

Balboa Wealth Partners’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 		$288K Sell
736
-232
-24% -$72.4K 0.04% 352
2026
Q1 		$281K Buy
+968
New +$295K 0.05% 321
2025
Q4 		– Sell
-748
Closed -$209K – 454
2025
Q3 		$209K Buy
+748
New +$201K 0.04% 347

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

Balboa Wealth Partners's WTS Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Watts Water Technologies (WTS) stake by 24% in Q2 2026, selling an estimated $72.4K and leaving 736 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #352.

Balboa Wealth Partners first reported a position in WTS in Q3 2025 and has held it in 3 quarters since. 576 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • Balboa Wealth Partners held 736 shares of Watts Water Technologies worth $288K as of Q2 2026.
  • Balboa Wealth Partners sold 232 Watts Water Technologies shares in Q2 2026, an estimated $72.4K.
  • Watts Water Technologies made up 0.04% of Balboa Wealth Partners's portfolio in Q2 2026, its #352 holding.
  • Balboa Wealth Partners first reported a position in Watts Water Technologies in Q3 2025 and has held it in 3 quarters since.
  • 576 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.