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	$1.29M	Sell	3,287 -169	-5%	-$52.7K	0.15%	52
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Curated Wealth Partners reduced its Watts Water Technologies (WTS) stake by 4.9% in Q2 2026, selling an estimated $52.7K and leaving 3,287 shares worth $1.29M. The position accounts for 0.15% of the portfolio, ranked #52.

Curated Wealth Partners first reported a position in WTS in Q4 2020 and has held it in 22 quarters since. 578 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

Curated Wealth Partners held 3,287 shares of Watts Water Technologies worth $1.29M as of Q2 2026.
Curated Wealth Partners sold 169 Watts Water Technologies shares in Q2 2026, an estimated $52.7K.
Watts Water Technologies made up 0.15% of Curated Wealth Partners's portfolio in Q2 2026, its #52 holding.
Curated Wealth Partners first reported a position in Watts Water Technologies in Q4 2020 and has held it in 22 quarters since.
578 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.