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

Congress Wealth 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
2025 Q2	$388K	Buy	1,578 +74	+5%	+$16.6K	﹤0.01%	1001
2025 Q1	$307K	Sell	1,504 -63,359	-98%	-$13.3M	﹤0.01%	933
2024 Q4	$13.2M	Sell	64,863 -1,279	-2%	-$266K	0.18%	164
2024 Q3	$13.7M	Buy	66,142 +525	+0.8%	+$102K	0.18%	165
2024 Q2	$12M	Buy	65,617 +975	+2%	+$196K	0.19%	152
2024 Q1	$13.7M	Buy	64,642 +880	+1%	+$178K	0.24%	128
2023 Q4	$13.3M	Buy	+63,762	New	+$12M	0.24%	120

Other funds holding WTS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Congress Wealth Management's WTS Position: Q2 2025 in Review

Congress Wealth Management increased its Watts Water Technologies (WTS) stake by 4.9% in Q2 2025, buying an estimated $16.6K and bringing the position to 1,578 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Congress Wealth Management first reported a position in WTS in Q4 2023 and has held it in 7 quarters since. The position peaked at $13.7M in Q1 2024. 459 funds tracked by Wall St. Rank hold WTS as of Q2 2025.

Congress Wealth Management held 1,578 shares of Watts Water Technologies worth $388K as of Q2 2025.
Congress Wealth Management bought 74 Watts Water Technologies shares in Q2 2025, an estimated $16.6K.
Watts Water Technologies made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1001 holding.
Congress Wealth Management first reported a position in Watts Water Technologies in Q4 2023 and has held it in 7 quarters since.
Congress Wealth Management's Watts Water Technologies position peaked at $13.7M in Q1 2024.
459 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.