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Beacon Pointe Advisors’s Watts Water Technologies WTS Stock Holding History

Beacon Pointe 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 		$506K Sell
1,293
-64
-5% -$20K ﹤0.01% 1332
2026
Q1 		$394K Buy
+1,357
New +$414K ﹤0.01% 1398
2025
Q3 		– Sell
-1,268
Closed -$312K – 1532
2025
Q2 		$312K Buy
1,268
+1
+0.1% +$225 ﹤0.01% 1032
2025
Q1 		$258K Hold
1,267
– – ﹤0.01% 1072
2024
Q4 		$258K Sell
1,267
-22
-2% -$4.57K ﹤0.01% 1066
2024
Q3 		$267K Sell
1,289
-72
-5% -$13.9K ﹤0.01% 1067
2024
Q2 		$250K Hold
1,361
– – ﹤0.01% 1113
2024
Q1 		$289K Hold
1,361
– – ﹤0.01% 1127
2023
Q4 		$284K Sell
1,361
-3
-0.2% -$567 ﹤0.01% 1102
2023
Q3 		$236K Sell
1,364
-13
-0.9% -$2.38K ﹤0.01% 1164
2023
Q2 		$253K Hold
1,377
– – ﹤0.01% 935
2023
Q1 		$232K Hold
1,377
– – ﹤0.01% 1020
2022
Q4 		$201K Buy
+1,377
New +$198K ﹤0.01% 997

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

Beacon Pointe Advisors's WTS Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Watts Water Technologies (WTS) stake by 4.7% in Q2 2026, selling an estimated $20K and leaving 1,293 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

Beacon Pointe Advisors first reported a position in WTS in Q4 2022 and has held it in 13 quarters since. 576 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • Beacon Pointe Advisors held 1,293 shares of Watts Water Technologies worth $506K as of Q2 2026.
  • Beacon Pointe Advisors sold 64 Watts Water Technologies shares in Q2 2026, an estimated $20K.
  • Watts Water Technologies made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1332 holding.
  • Beacon Pointe Advisors first reported a position in Watts Water Technologies in Q4 2022 and has held it in 13 quarters since.
  • 576 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.