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Curated Wealth Partners’s Watts Water Technologies WTS Stock Holding History

Curated Wealth Partners’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 		$406K Buy
4,878
+1,422
+41% +$443K 0.05% 334
2026
Q1 		$1M Sell
3,456
-64
-2% -$19.5K 0.13% 66
2025
Q4 		$972K Buy
3,520
+845
+32% +$233K 0.11% 73
2025
Q3 		$747K Hold
2,675
– – 0.09% 75
2025
Q2 		$658K Hold
2,675
– – 0.08% 77
2025
Q1 		$545K Hold
2,675
– – 0.07% 82
2024
Q4 		$544K Buy
2,675
+385
+17% +$80K 0.06% 82
2024
Q3 		$474K Hold
2,290
– – 0.06% 84
2024
Q2 		$420K Buy
+2,290
New +$459K 0.06% 88
2024
Q1 		– Sell
-3,009
Closed -$609K – 271
2023
Q4 		$627K Sell
3,009
-100
-3% -$18.9K 0.1% 76
2023
Q3 		$537K Hold
3,109
– – 0.1% 72
2023
Q2 		$571K Hold
3,109
– – 0.11% 66
2023
Q1 		$523K Hold
3,109
– – 0.12% 65
2022
Q4 		$455K Hold
3,109
– – 0.11% 69
2022
Q3 		$391K Sell
3,109
-113
-4% -$15.3K 0.11% 79
2022
Q2 		$395K Sell
3,222
-202
-6% -$26.2K 0.12% 80
2022
Q1 		$665K Hold
3,424
– – 0.23% 54
2021
Q4 		$665K Hold
3,424
– – 0.22% 56
2021
Q3 		$576K Hold
3,424
– – 0.32% 62
2021
Q2 		$500K Hold
3,424
– – 0.27% 75
2021
Q1 		$407K Buy
3,424
+249
+8% +$30.4K 0.25% 77
2020
Q4 		$386K Buy
+3,175
New +$364K 0.25% 81

Other funds holding WTS

AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Curated Wealth Partners's WTS Position: Q2 2026 in Review

Curated Wealth Partners increased its Watts Water Technologies (WTS) stake by 41% in Q2 2026, buying an estimated $443K and bringing the position to 4,878 shares worth $406K. The position accounts for 0.05% of the portfolio, ranked #334.

Curated Wealth Partners first reported a position in WTS in Q4 2020 and has held it in 22 quarters since. The position peaked at $1M in Q1 2026. 55 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • Curated Wealth Partners held 4,878 shares of Watts Water Technologies worth $406K as of Q2 2026.
  • Curated Wealth Partners bought 1,422 Watts Water Technologies shares in Q2 2026, an estimated $443K.
  • Watts Water Technologies made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #334 holding.
  • Curated Wealth Partners first reported a position in Watts Water Technologies in Q4 2020 and has held it in 22 quarters since.
  • Curated Wealth Partners's Watts Water Technologies position peaked at $1M in Q1 2026.
  • 55 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.