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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
Q2 		– Sell
-24,076
Closed -$6.99M – 87
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 $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 $3.38T AUM 44.17% 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

Beacon Harbor Wealth Advisors's WTS Position: Q2 2026 in Review

Beacon Harbor Wealth Advisors sold out of Watts Water Technologies (WTS) in Q2 2026, closing a stake of 24,076 shares — an estimated $6.99M sold.

Beacon Harbor Wealth Advisors first reported a position in WTS in Q3 2025 and held it in 3 quarters. The position peaked at $6.99M in Q1 2026. 580 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • Beacon Harbor Wealth Advisors reported no remaining Watts Water Technologies position as of Q2 2026 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 24,076 Watts Water Technologies shares in Q2 2026, an estimated $6.99M.
  • Beacon Harbor Wealth Advisors first reported a position in Watts Water Technologies in Q3 2025 and held it in 3 quarters.
  • Beacon Harbor Wealth Advisors's Watts Water Technologies position peaked at $6.99M in Q1 2026.
  • 580 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.