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 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 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

Evergreen Capital Management's WTS Position: Q1 2026 in Review

Evergreen Capital Management increased its Watts Water Technologies (WTS) stake by 2% in Q1 2026, buying an estimated $6.1K and bringing the position to 1,030 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #1125.

Evergreen Capital Management first reported a position in WTS in Q1 2018 and has held it in 13 quarters since. The position peaked at $308K in Q3 2025. 516 funds tracked by Wall St. Rank hold WTS as of Q1 2026.

Evergreen Capital Management held 1,030 shares of Watts Water Technologies worth $299K as of Q1 2026.
Evergreen Capital Management bought 20 Watts Water Technologies shares in Q1 2026, an estimated $6.1K.
Watts Water Technologies made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1125 holding.
Evergreen Capital Management first reported a position in Watts Water Technologies in Q1 2018 and has held it in 13 quarters since.
Evergreen Capital Management's Watts Water Technologies position peaked at $308K in Q3 2025.
516 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.