Creative Planning’s Watts Water Technologies WTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.59M | Buy |
26,145
+6,566
| +34% | +$2M | 0.01% | 885 |
|
|
2025
Q4 | $5.4M | Buy |
19,579
+2,009
| +11% | +$554K | ﹤0.01% | 951 |
|
|
2025
Q3 | $4.91M | Buy |
17,570
+4,954
| +39% | +$1.33M | ﹤0.01% | 897 |
|
|
2025
Q2 | $3.1M | Buy |
12,616
+1,505
| +14% | +$339K | ﹤0.01% | 1013 |
|
|
2025
Q1 | $2.27M | Buy |
11,111
+2,311
| +26% | +$485K | ﹤0.01% | 1098 |
|
|
2024
Q4 | $1.79M | Buy |
8,800
+1,887
| +27% | +$392K | ﹤0.01% | 1203 |
|
|
2024
Q3 | $1.43M | Buy |
6,913
+1,767
| +34% | +$342K | ﹤0.01% | 1267 |
|
|
2024
Q2 | $944K | Sell |
5,146
-1,604
| -24% | -$322K | ﹤0.01% | 1447 |
|
|
2024
Q1 | $1.43M | Buy |
6,750
+1,602
| +31% | +$324K | ﹤0.01% | 1121 |
|
|
2023
Q4 | $1.07M | Buy |
5,148
+1,542
| +43% | +$291K | ﹤0.01% | 1195 |
|
|
2023
Q3 | $623K | Buy |
3,606
+487
| +16% | +$89K | ﹤0.01% | 1423 |
|
|
2023
Q2 | $573K | Buy |
3,119
+1,509
| +94% | +$252K | ﹤0.01% | 1465 |
|
|
2023
Q1 | $271K | Buy |
1,610
+241
| +18% | +$39.7K | ﹤0.01% | 1887 |
|
|
2022
Q4 | $200K | Buy |
+1,369
| New | +$197K | ﹤0.01% | 2022 |
|
|
2022
Q1 | – | Sell |
-1,456
| Closed | -$283K | – | 2451 |
|
|
2021
Q4 | $283K | Buy |
1,456
+44
| +3% | +$8.36K | ﹤0.01% | 1664 |
|
|
2021
Q3 | $237K | Buy |
+1,412
| New | +$226K | ﹤0.01% | 1749 |
|
|
2016
Q4 | – | Sell |
-600
| Closed | -$39K | – | 4866 |
|
|
2016
Q3 | $39K | Hold |
600
| – | – | ﹤0.01% | 2564 |
|
|
2016
Q2 | $35K | Hold |
600
| – | – | ﹤0.01% | 2396 |
|
|
2016
Q1 | $33K | Hold |
600
| – | – | ﹤0.01% | 2395 |
|
|
2015
Q4 | $30K | Sell |
600
-100
| -14% | -$5.46K | ﹤0.01% | 2540 |
|
|
2015
Q3 | $37K | Buy |
+700
| New | +$37.2K | ﹤0.01% | 2280 |
|
|
2015
Q2 | – | Sell |
-855
| Closed | -$47K | – | 3041 |
|
|
2015
Q1 | $47K | Hold |
855
| – | – | ﹤0.01% | 2073 |
|
|
2014
Q4 | $54K | Sell |
855
-586
| -41% | -$35.6K | ﹤0.01% | 1969 |
|
|
2014
Q3 | $84K | Buy |
1,441
+186
| +15% | +$11.4K | ﹤0.01% | 1593 |
|
|
2014
Q2 | $77K | Hold |
1,255
| – | – | ﹤0.01% | 1604 |
|
|
2014
Q1 | $74K | Hold |
1,255
| – | – | ﹤0.01% | 1577 |
|
|
2013
Q4 | $78K | Hold |
1,255
| – | – | ﹤0.01% | 1337 |
|
|
2013
Q3 | $71K | Hold |
1,255
| – | – | ﹤0.01% | 1319 |
|
|
2013
Q2 | $57K | Buy |
+1,255
| New | +$58.1K | ﹤0.01% | 1316 |
|
Other funds holding WTS
VPM
VCM
Creative Planning's WTS Position: Q1 2026 in Review
Creative Planning increased its Watts Water Technologies (WTS) stake by 34% in Q1 2026, buying an estimated $2M and bringing the position to 26,145 shares worth $7.59M. The position accounts for 0.01% of the portfolio, ranked #885.
Creative Planning first reported a position in WTS in Q2 2013 and has held it in 29 quarters since. 516 funds tracked by Wall St. Rank hold WTS as of Q1 2026.
- Creative Planning held 26,145 shares of Watts Water Technologies worth $7.59M as of Q1 2026.
- Creative Planning bought 6,566 Watts Water Technologies shares in Q1 2026, an estimated $2M.
- Watts Water Technologies made up 0.01% of Creative Planning's portfolio in Q1 2026, its #885 holding.
- Creative Planning first reported a position in Watts Water Technologies in Q2 2013 and has held it in 29 quarters since.
- 516 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.