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Dogwood Wealth Management’s Watts Water Technologies WTS Stock Holding History

Dogwood Wealth Management’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 		$25.1K Buy
64
+5
+8% +$1.56K 0.01% 224
2026
Q1 		$17.1K Hold
59
– – 0.01% 261
2025
Q4 		$16.3K Hold
59
– – 0.01% 228
2025
Q3 		$16.5K Buy
59
+22
+59% +$5.9K 0.01% 211
2025
Q2 		$9.41K Buy
+37
New +$8.32K ﹤0.01% 291

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

Dogwood Wealth Management's WTS Position: Q2 2026 in Review

Dogwood Wealth Management increased its Watts Water Technologies (WTS) stake by 8.5% in Q2 2026, buying an estimated $1.56K and bringing the position to 64 shares worth $25.1K. The position accounts for 0.01% of the portfolio, ranked #224.

Dogwood Wealth Management first reported a position in WTS in Q2 2025 and has held it in 5 quarters since. 55 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • Dogwood Wealth Management held 64 shares of Watts Water Technologies worth $25.1K as of Q2 2026.
  • Dogwood Wealth Management bought 5 Watts Water Technologies shares in Q2 2026, an estimated $1.56K.
  • Watts Water Technologies made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #224 holding.
  • Dogwood Wealth Management first reported a position in Watts Water Technologies in Q2 2025 and has held it in 5 quarters since.
  • 55 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.