Bank Julius Baer & Co
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Bank Julius Baer & Co’s Watts Water Technologies WTS Stock Holding History

Bank Julius Baer & Co’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 		$372K Sell
1,280
-720
-36% -$219K ﹤0.01% 456
2025
Q4 		$552K Hold
2,000
– – ﹤0.01% 415
2025
Q3 		$559K Hold
2,000
– – ﹤0.01% 406
2025
Q2 		$492K Hold
2,000
– – ﹤0.01% 386
2025
Q1 		$408K Buy
2,000
+188
+10% +$39.4K ﹤0.01% 382
2024
Q4 		$407K Buy
1,812
+125
+7% +$26K ﹤0.01% 370
2024
Q3 		$414K Buy
+1,687
New +$326K ﹤0.01% 344
2024
Q2 		– Sell
-2,000
Closed -$425K – 559
2024
Q1 		$425K Hold
2,000
– – ﹤0.01% 328
2023
Q4 		$417K Sell
2,000
-25
-1% -$4.72K ﹤0.01% 343
2023
Q3 		$350K Buy
2,025
+62
+3% +$11.3K ﹤0.01% 352
2023
Q2 		$361K Sell
1,963
-37
-2% -$6.19K ﹤0.01% 370
2023
Q1 		$337K Hold
2,000
– – ﹤0.01% 382
2022
Q4 		$292K Buy
2,000
+32
+2% +$4.61K ﹤0.01% 391
2022
Q3 		$247K Sell
1,968
-32
-2% -$4.34K ﹤0.01% 384
2022
Q2 		$246K Hold
2,000
– – ﹤0.01% 392
2022
Q1 		$279K Hold
2,000
– – ﹤0.01% 388
2021
Q4 		$388K Hold
2,000
– – ﹤0.01% 453
2021
Q3 		$336K Sell
2,000
-1
-0% -$160 ﹤0.01% 488
2021
Q2 		$292K Buy
2,001
+1
+0.1% +$132 ﹤0.01% 520
2021
Q1 		$238K Buy
2,000
+3
+0.2% +$366 ﹤0.01% 527
2020
Q4 		$243K Sell
1,997
-3
-0.2% -$344 ﹤0.01% 539
2020
Q3 		$200K Hold
2,000
– – ﹤0.01% 513
2020
Q2 		$162K Sell
2,000
-1
-0% -$81 ﹤0.01% 493
2020
Q1 		$169K Buy
+2,001
New +$192K ﹤0.01% 414

Other funds holding WTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank Julius Baer & Co's WTS Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Watts Water Technologies (WTS) stake by 36% in Q1 2026, selling an estimated $219K and leaving 1,280 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Bank Julius Baer & Co first reported a position in WTS in Q1 2020 and has held it in 24 quarters since. The position peaked at $559K in Q3 2025. 516 funds tracked by Wall St. Rank hold WTS as of Q1 2026.

  • Bank Julius Baer & Co held 1,280 shares of Watts Water Technologies worth $372K as of Q1 2026.
  • Bank Julius Baer & Co sold 720 Watts Water Technologies shares in Q1 2026, an estimated $219K.
  • Watts Water Technologies made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #456 holding.
  • Bank Julius Baer & Co first reported a position in Watts Water Technologies in Q1 2020 and has held it in 24 quarters since.
  • Bank Julius Baer & Co's Watts Water Technologies position peaked at $559K in Q3 2025.
  • 516 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.