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Concurrent Investment Advisors’s Watts Water Technologies WTS Stock Holding History

Concurrent Investment 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 		$766K Buy
1,958
+379
+24% +$118K 0.01% 1157
2026
Q1 		$458K Buy
1,579
+180
+13% +$54.9K 0.01% 1255
2025
Q4 		$386K Buy
1,399
+68
+5% +$18.8K ﹤0.01% 1262
2025
Q3 		$372K Buy
+1,331
New +$357K 0.01% 1054

Other funds holding WTS

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Concurrent Investment Advisors's WTS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Watts Water Technologies (WTS) stake by 24% in Q2 2026, buying an estimated $118K and bringing the position to 1,958 shares worth $766K. The position accounts for 0.01% of the portfolio, ranked #1157.

Concurrent Investment Advisors first reported a position in WTS in Q3 2025 and has held it in 4 quarters since. 215 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • Concurrent Investment Advisors held 1,958 shares of Watts Water Technologies worth $766K as of Q2 2026.
  • Concurrent Investment Advisors bought 379 Watts Water Technologies shares in Q2 2026, an estimated $118K.
  • Watts Water Technologies made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1157 holding.
  • Concurrent Investment Advisors first reported a position in Watts Water Technologies in Q3 2025 and has held it in 4 quarters since.
  • 215 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.