Elevated Capital Advisors
WTS icon

Elevated Capital Advisors’s Watts Water Technologies WTS Stock Holding History

Elevated Capital Advisors’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
Q3 		$95.7K Sell
270
-1,103
-80% -$397K 0.03% 210
2026
Q2 		$538K Sell
1,373
-836
-38% -$261K 0.15% 121
2026
Q1 		$641K Sell
2,209
-1,542
-41% -$470K 0.16% 148
2025
Q4 		$1.04M Buy
3,751
+928
+33% +$256K 0.24% 106
2025
Q3 		$788K Buy
2,823
+665
+31% +$178K 0.2% 140
2025
Q2 		$440K Hold
2,158
– – 0.12% 200
2025
Q1 		$440K Sell
2,158
-54
-2% -$11.3K 0.12% 200
2024
Q4 		$450K Buy
2,212
+682
+45% +$142K 0.12% 201
2024
Q3 		$317K Buy
+1,530
New +$296K 0.08% 239

Other funds holding WTS

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Elevated Capital Advisors's WTS Position: Q3 2026 in Review

Elevated Capital Advisors reduced its Watts Water Technologies (WTS) stake by 80% in Q3 2026, selling an estimated $397K and leaving 270 shares worth $95.7K. The position accounts for 0.03% of the portfolio, ranked #210.

Elevated Capital Advisors first reported a position in WTS in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.04M in Q4 2025. 338 funds tracked by Wall St. Rank hold WTS as of Q3 2026.

  • Elevated Capital Advisors held 270 shares of Watts Water Technologies worth $95.7K as of Q3 2026.
  • Elevated Capital Advisors sold 1,103 Watts Water Technologies shares in Q3 2026, an estimated $397K.
  • Watts Water Technologies made up 0.03% of Elevated Capital Advisors's portfolio in Q3 2026, its #210 holding.
  • Elevated Capital Advisors first reported a position in Watts Water Technologies in Q3 2024 and has held it in 9 quarters since.
  • Elevated Capital Advisors's Watts Water Technologies position peaked at $1.04M in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Watts Water Technologies as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.