Corient Private Wealth
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Corient Private Wealth’s Watts Water Technologies WTS Stock Holding History

Corient Private Wealth’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 		$927K Sell
2,367
-693
-23% -$216K ﹤0.01% 1868
2026
Q1 		$884K Sell
3,060
-1,247
-29% -$380K ﹤0.01% 1721
2025
Q4 		$1.19M Sell
4,307
-206
-5% -$56.8K ﹤0.01% 1417
2025
Q3 		$1.26M Buy
4,513
+3,340
+285% +$895K ﹤0.01% 1307
2025
Q2 		$288K Sell
1,173
-3
-0.3% -$675 ﹤0.01% 2013
2025
Q1 		$240K Sell
1,176
-3,270
-74% -$686K ﹤0.01% 1969
2024
Q4 		$904K Buy
4,446
+644
+17% +$134K ﹤0.01% 1359
2024
Q3 		$788K Buy
3,802
+641
+20% +$124K ﹤0.01% 1520
2024
Q2 		$580K Sell
3,161
-5
-0.2% -$1K ﹤0.01% 1566
2024
Q1 		$673K Buy
3,166
+6
+0.2% +$1.22K ﹤0.01% 1481
2023
Q4 		$658K Buy
3,160
+209
+7% +$39.5K ﹤0.01% 1463
2023
Q3 		$510K Buy
2,951
+450
+18% +$82.3K ﹤0.01% 1490
2023
Q2 		$460K Sell
2,501
-95
-4% -$15.9K ﹤0.01% 1492
2023
Q1 		$437K Buy
2,596
+93
+4% +$15.3K ﹤0.01% 1441
2022
Q4 		$366K Buy
+2,503
New +$361K ﹤0.01% 1259

Other funds holding WTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Corient Private Wealth's WTS Position: Q2 2026 in Review

Corient Private Wealth reduced its Watts Water Technologies (WTS) stake by 23% in Q2 2026, selling an estimated $216K and leaving 2,367 shares worth $927K. The position accounts for ﹤0.01% of the portfolio, ranked #1868.

Corient Private Wealth first reported a position in WTS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.26M in Q3 2025. 578 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • Corient Private Wealth held 2,367 shares of Watts Water Technologies worth $927K as of Q2 2026.
  • Corient Private Wealth sold 693 Watts Water Technologies shares in Q2 2026, an estimated $216K.
  • Watts Water Technologies made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1868 holding.
  • Corient Private Wealth first reported a position in Watts Water Technologies in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Watts Water Technologies position peaked at $1.26M in Q3 2025.
  • 578 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.