Congress Asset Management’s Watts Water Technologies WTS Stock Holding History

Congress Asset Management’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 Q1	–	Sell	-816	Closed	-$225K	–	440
2025 Q4	$225K	Sell	816 -1,240	-60%	-$342K	﹤0.01%	373
2025 Q3	$574K	Buy	2,056 +974	+90%	+$261K	﹤0.01%	346
2025 Q2	$266K	Sell	1,082 -4,070	-79%	-$916K	﹤0.01%	370
2025 Q1	$1.05M	Sell	5,152 -519,178	-99%	-$109M	0.01%	306
2024 Q4	$107M	Sell	524,330 -57,156	-10%	-$11.9M	0.72%	59
2024 Q3	$120M	Sell	581,486 -6,474	-1%	-$1.25M	0.82%	50
2024 Q2	$108M	Sell	587,960 -13,760	-2%	-$2.76M	0.77%	58
2024 Q1	$128M	Sell	601,720 -2,601	-0.4%	-$527K	0.91%	42
2023 Q4	$126M	Buy	+604,321	New	+$114M	0.99%	33

Other funds holding WTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Congress Asset Management's WTS Position: Q1 2026 in Review

Congress Asset Management sold out of Watts Water Technologies (WTS) in Q1 2026, closing a stake of 816 shares — an estimated $225K sold.

Congress Asset Management first reported a position in WTS in Q4 2023 and held it in 9 quarters. The position peaked at $128M in Q1 2024. 516 funds tracked by Wall St. Rank hold WTS as of Q1 2026.

Congress Asset Management reported no remaining Watts Water Technologies position as of Q1 2026 after selling out during the quarter.
Congress Asset Management sold 816 Watts Water Technologies shares in Q1 2026, an estimated $225K.
Congress Asset Management first reported a position in Watts Water Technologies in Q4 2023 and held it in 9 quarters.
Congress Asset Management's Watts Water Technologies position peaked at $128M in Q1 2024.
516 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2026.

Based on Congress Asset Management's 13F filing for Q1 2026, filed 14 Apr 2026.