Corient Private Wealth
WTS icon

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
Q1 		$884K Sell
3,060
-7,387
-71% -$2.25M ﹤0.01% 1721
2025
Q4 		$2.89M Buy
10,447
+5,934
+131% +$1.64M ﹤0.01% 1332
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 $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Corient Private Wealth's WTS Position: Q1 2026 in Review

Corient Private Wealth reduced its Watts Water Technologies (WTS) stake by 71% in Q1 2026, selling an estimated $2.25M and leaving 3,060 shares worth $884K. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

Corient Private Wealth first reported a position in WTS in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.89M in Q4 2025. 516 funds tracked by Wall St. Rank hold WTS as of Q1 2026.

  • Corient Private Wealth held 3,060 shares of Watts Water Technologies worth $884K as of Q1 2026.
  • Corient Private Wealth sold 7,387 Watts Water Technologies shares in Q1 2026, an estimated $2.25M.
  • Watts Water Technologies made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1721 holding.
  • Corient Private Wealth first reported a position in Watts Water Technologies in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Watts Water Technologies position peaked at $2.89M in Q4 2025.
  • 516 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.