Edgestream Partners’s Watts Water Technologies WTS Stock Holding History

Edgestream 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 Q1	$7.15M	Sell	24,619 -9,191	-27%	-$2.8M	0.23%	119
2025 Q4	$9.33M	Buy	+33,810	New	+$9.33M	0.26%	76
2025 Q3	–	Sell	-30,579	Closed	-$7.52M	–	1090
2025 Q2	$7.52M	Buy	30,579 +24,709	+421%	+$5.56M	0.21%	166
2025 Q1	$1.2M	Sell	5,870 -4,140	-41%	-$868K	0.04%	577
2024 Q4	$2.04M	Sell	10,010 -5,122	-34%	-$1.06M	0.09%	395
2024 Q3	$3.14M	Sell	15,132 -10,720	-41%	-$2.07M	0.14%	256
2024 Q2	$4.74M	Sell	25,852 -10,333	-29%	-$2.07M	0.23%	138
2024 Q1	$7.69M	Buy	36,185 +7,118	+24%	+$1.44M	0.38%	28
2023 Q4	$6.06M	Buy	29,067 +22,617	+351%	+$4.27M	0.44%	12
2023 Q3	$1.11M	Sell	6,450 -24,048	-79%	-$4.4M	0.09%	366
2023 Q2	$5.6M	Buy	+30,498	New	+$5.1M	0.51%	10

Other funds holding WTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Edgestream Partners's WTS Position: Q1 2026 in Review

Edgestream Partners reduced its Watts Water Technologies (WTS) stake by 27% in Q1 2026, selling an estimated $2.8M and leaving 24,619 shares worth $7.15M. The position accounts for 0.23% of the portfolio, ranked #119.

Edgestream Partners first reported a position in WTS in Q2 2023 and has held it in 11 quarters since. The position peaked at $9.33M in Q4 2025. 516 funds tracked by Wall St. Rank hold WTS as of Q1 2026.

Edgestream Partners held 24,619 shares of Watts Water Technologies worth $7.15M as of Q1 2026.
Edgestream Partners sold 9,191 Watts Water Technologies shares in Q1 2026, an estimated $2.8M.
Watts Water Technologies made up 0.23% of Edgestream Partners's portfolio in Q1 2026, its #119 holding.
Edgestream Partners first reported a position in Watts Water Technologies in Q2 2023 and has held it in 11 quarters since.
Edgestream Partners's Watts Water Technologies position peaked at $9.33M in Q4 2025.
516 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.