CAPTRUST Financial Advisors’s Watts Water Technologies WTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$756K Buy
2,605
+185
+8% +$56.4K ﹤0.01% 1762
2025
Q4
$668K Buy
2,420
+155
+7% +$42.8K ﹤0.01% 1732
2025
Q3
$633K Buy
2,265
+120
+6% +$32.2K ﹤0.01% 1674
2025
Q2
$527K Buy
2,145
+221
+11% +$49.7K ﹤0.01% 1703
2025
Q1
$392K Buy
1,924
+247
+15% +$51.8K ﹤0.01% 1787
2024
Q4
$341K Buy
1,677
+28
+2% +$5.82K ﹤0.01% 1826
2024
Q3
$342K Buy
1,649
+199
+14% +$38.5K ﹤0.01% 1810
2024
Q2
$266K Buy
1,450
+108
+8% +$21.7K ﹤0.01% 1880
2024
Q1
$285K Sell
1,342
-1,899
-59% -$385K ﹤0.01% 1798
2023
Q4
$675K Buy
3,241
+98
+3% +$18.5K ﹤0.01% 1522
2023
Q3
$543K Sell
3,143
-8
-0.3% -$1.46K ﹤0.01% 1602
2023
Q2
$579K Sell
3,151
-5
-0.2% -$836 ﹤0.01% 1541
2023
Q1
$531K Buy
3,156
+173
+6% +$28.5K ﹤0.01% 1380
2022
Q4
$436K Buy
2,983
+114
+4% +$16.4K ﹤0.01% 1408
2022
Q3
$361K Sell
2,869
-109
-4% -$14.8K ﹤0.01% 1423
2022
Q2
$366K Buy
2,978
+155
+5% +$20.1K ﹤0.01% 1305
2022
Q1
$394K Buy
2,823
+934
+49% +$147K ﹤0.01% 1278
2021
Q4
$367K Buy
1,889
+80
+4% +$15.2K ﹤0.01% 1283
2021
Q3
$304K Buy
1,809
+1,021
+130% +$164K ﹤0.01% 1296
2021
Q2
$115K Buy
788
+7
+0.9% +$925 ﹤0.01% 1924
2021
Q1
$93K Buy
781
+731
+1,462% +$89.2K ﹤0.01% 2012
2020
Q4
$6K Buy
50
+30
+150% +$3.44K ﹤0.01% 2797
2020
Q3
$2K Sell
20
-335
-94% -$30.6K ﹤0.01% 2818
2020
Q2
$28K Buy
+355
New +$28.6K ﹤0.01% 1821
2019
Q4
Sell
-358
Closed -$34K 1823
2019
Q3
$34K Sell
358
-5
-1% -$464 ﹤0.01% 1126
2019
Q2
$34K Sell
363
-12
-3% -$1.02K ﹤0.01% 1121
2019
Q1
$30K Hold
375
﹤0.01% 1045
2018
Q4
$24K Buy
375
+234
+166% +$16.8K ﹤0.01% 973
2018
Q3
$12K Sell
141
-69
-33% -$5.71K ﹤0.01% 1186
2018
Q2
$16K Sell
210
-9
-4% -$699 ﹤0.01% 1031
2018
Q1
$16K Buy
219
+75
+52% +$5.83K ﹤0.01% 907
2017
Q4
$11K Buy
+144
New +$10.3K ﹤0.01% 969

Other funds holding WTS

CAPTRUST Financial Advisors's WTS Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Watts Water Technologies (WTS) stake by 7.6% in Q1 2026, buying an estimated $56.4K and bringing the position to 2,605 shares worth $756K. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

CAPTRUST Financial Advisors first reported a position in WTS in Q4 2017 and has held it in 32 quarters since. 516 funds tracked by Wall St. Rank hold WTS as of Q1 2026.

  • CAPTRUST Financial Advisors held 2,605 shares of Watts Water Technologies worth $756K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 185 Watts Water Technologies shares in Q1 2026, an estimated $56.4K.
  • Watts Water Technologies made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1762 holding.
  • CAPTRUST Financial Advisors first reported a position in Watts Water Technologies in Q4 2017 and has held it in 32 quarters since.
  • 516 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.