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EverSource Wealth Advisors’s Watts Water Technologies WTS Stock Holding History

EverSource Wealth 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
Q2 		$331K Sell
844
-104
-11% -$32.4K 0.01% 757
2026
Q1 		$275K Buy
948
+325
+52% +$99.1K 0.01% 887
2025
Q4 		$172K Buy
623
+88
+16% +$24.3K 0.01% 1020
2025
Q3 		$149K Buy
535
+196
+58% +$52.5K 0.01% 1061
2025
Q2 		$83.4K Buy
339
+280
+475% +$63K ﹤0.01% 1303
2025
Q1 		$12K Buy
59
+23
+64% +$4.82K ﹤0.01% 2010
2024
Q4 		$7.32K Buy
36
+17
+89% +$3.53K ﹤0.01% 2158
2024
Q3 		$3.94K Sell
19
-28
-60% -$5.41K ﹤0.01% 2322
2024
Q2 		$9.76K Buy
47
+5
+12% +$1K ﹤0.01% 1867
2024
Q1 		$8.34K Buy
42
+28
+200% +$5.67K ﹤0.01% 1791
2023
Q4 		$2.92K Sell
14
-2
-13% -$378 ﹤0.01% 2067
2023
Q3 		$2.77K Hold
16
– – ﹤0.01% 1912
2023
Q2 		$2.94K Hold
16
– – ﹤0.01% 1927
2023
Q1 		$2.69K Sell
16
-13
-45% -$2.14K ﹤0.01% 1847
2022
Q4 		$4.25K Buy
29
+3
+12% +$432 ﹤0.01% 1671
2022
Q3 		$3K Sell
26
-439
-94% -$59.6K ﹤0.01% 1600
2022
Q2 		$57K Buy
465
+339
+269% +$44K 0.01% 587
2022
Q1 		$18K Hold
126
– – ﹤0.01% 753
2021
Q4 		$24K Buy
+126
New +$23.9K 0.01% 623

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

EverSource Wealth Advisors's WTS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Watts Water Technologies (WTS) stake by 11% in Q2 2026, selling an estimated $32.4K and leaving 844 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #757.

EverSource Wealth Advisors first reported a position in WTS in Q4 2021 and has held it in 19 quarters since. 576 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • EverSource Wealth Advisors held 844 shares of Watts Water Technologies worth $331K as of Q2 2026.
  • EverSource Wealth Advisors sold 104 Watts Water Technologies shares in Q2 2026, an estimated $32.4K.
  • Watts Water Technologies made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #757 holding.
  • EverSource Wealth Advisors first reported a position in Watts Water Technologies in Q4 2021 and has held it in 19 quarters since.
  • 576 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.