Clearstead Advisors’s Watts Water Technologies WTS Stock Holding History

Clearstead 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	$9.4K	Buy	24 +14	+140%	+$4.37K	﹤0.01%	2000
2026 Q1	$2.9K	Sell	10 -95	-90%	-$29K	﹤0.01%	1827
2025 Q4	$29K	Buy	105 +43	+69%	+$11.9K	﹤0.01%	1595
2025 Q3	$17.3K	Buy	62 +3	+5%	+$804	﹤0.01%	1710
2025 Q2	$14.5K	Buy	59 +57	+2,850%	+$12.8K	﹤0.01%	1754
2025 Q1	$408	Buy	+2	New	+$419	﹤0.01%	2088

Other funds holding WTS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Clearstead Advisors's WTS Position: Q2 2026 in Review

Clearstead Advisors increased its Watts Water Technologies (WTS) stake by 140% in Q2 2026, buying an estimated $4.37K and bringing the position to 24 shares worth $9.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2000.

Clearstead Advisors first reported a position in WTS in Q1 2025 and has held it in 6 quarters since. The position peaked at $29K in Q4 2025. 576 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

Clearstead Advisors held 24 shares of Watts Water Technologies worth $9.4K as of Q2 2026.
Clearstead Advisors bought 14 Watts Water Technologies shares in Q2 2026, an estimated $4.37K.
Watts Water Technologies made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2000 holding.
Clearstead Advisors first reported a position in Watts Water Technologies in Q1 2025 and has held it in 6 quarters since.
Clearstead Advisors's Watts Water Technologies position peaked at $29K in Q4 2025.
576 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.