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Evergreen Capital Management’s Watts Water Technologies WTS Stock Holding History

Evergreen Capital 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 		$453K Buy
1,157
+127
+12% +$39.6K 0.01% 968
2026
Q1 		$299K Buy
1,030
+20
+2% +$6.1K 0.01% 1125
2025
Q4 		$279K Sell
1,010
-94
-9% -$25.9K 0.01% 1088
2025
Q3 		$308K Buy
1,104
+148
+15% +$39.7K 0.01% 951
2025
Q2 		$235K Buy
+956
New +$215K 0.01% 945
2022
Q1 		– Sell
-1,375
Closed -$267K – 685
2021
Q4 		$267K Buy
1,375
+45
+3% +$8.55K 0.01% 507
2021
Q3 		$224K Buy
+1,330
New +$213K 0.01% 517
2020
Q1 		– Sell
-2,751
Closed -$274K – 500
2019
Q4 		$274K Hold
2,751
– – 0.02% 365
2019
Q3 		$258K Hold
2,751
– – 0.02% 333
2019
Q2 		$256K Hold
2,751
– – 0.02% 342
2019
Q1 		$222K Buy
+2,751
New +$209K 0.02% 339
2018
Q4 		– Sell
-2,990
Closed -$248K – 416
2018
Q3 		$248K Buy
2,990
+130
+5% +$10.8K 0.02% 319
2018
Q2 		$224K Buy
2,860
+40
+1% +$3.1K 0.02% 322
2018
Q1 		$219K Buy
+2,820
New +$219K 0.02% 324

Other funds holding WTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Evergreen Capital Management's WTS Position: Q2 2026 in Review

Evergreen Capital Management increased its Watts Water Technologies (WTS) stake by 12% in Q2 2026, buying an estimated $39.6K and bringing the position to 1,157 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #968.

Evergreen Capital Management first reported a position in WTS in Q1 2018 and has held it in 14 quarters since. 578 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • Evergreen Capital Management held 1,157 shares of Watts Water Technologies worth $453K as of Q2 2026.
  • Evergreen Capital Management bought 127 Watts Water Technologies shares in Q2 2026, an estimated $39.6K.
  • Watts Water Technologies made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #968 holding.
  • Evergreen Capital Management first reported a position in Watts Water Technologies in Q1 2018 and has held it in 14 quarters since.
  • 578 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.