BHWA
WTS icon

Beacon Harbor Wealth Advisors’s Watts Water Technologies WTS Stock Holding History

Beacon Harbor Wealth Advisors’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 		$6.99M Buy
24,076
+394
+2% +$120K 1.46% 37
2025
Q4 		$6.54M Buy
23,682
+608
+3% +$168K 1.45% 31
2025
Q3 		$6.44M Buy
+23,074
New +$6.19M 1.51% 28

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

Beacon Harbor Wealth Advisors's WTS Position: Q1 2026 in Review

Beacon Harbor Wealth Advisors increased its Watts Water Technologies (WTS) stake by 1.7% in Q1 2026, buying an estimated $120K and bringing the position to 24,076 shares worth $6.99M. The position accounts for 1.46% of the portfolio, ranked #37.

Beacon Harbor Wealth Advisors first reported a position in WTS in Q3 2025 and has held it in 3 quarters since. 516 funds tracked by Wall St. Rank hold WTS as of Q1 2026.

  • Beacon Harbor Wealth Advisors held 24,076 shares of Watts Water Technologies worth $6.99M as of Q1 2026.
  • Beacon Harbor Wealth Advisors bought 394 Watts Water Technologies shares in Q1 2026, an estimated $120K.
  • Watts Water Technologies made up 1.46% of Beacon Harbor Wealth Advisors's portfolio in Q1 2026, its #37 holding.
  • Beacon Harbor Wealth Advisors first reported a position in Watts Water Technologies in Q3 2025 and has held it in 3 quarters since.
  • 516 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.