PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Watts Water Technologies WTS Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$109K	Hold	279	–	–	0.03%	244
2026 Q1	$81K	Hold	279	–	–	0.02%	250
2025 Q4	$77K	Hold	279	–	–	0.02%	256
2025 Q3	$77.9K	Hold	279	–	–	0.02%	233
2025 Q2	$68.6K	Hold	279	–	–	0.02%	239
2025 Q1	$56.9K	Hold	279	–	–	0.02%	253
2024 Q4	$56.7K	Sell	279 -61	-18%	-$12.7K	0.02%	245
2024 Q3	$70.4K	Hold	340	–	–	0.04%	186
2024 Q2	$62.3K	Hold	340	–	–	0.04%	188
2024 Q1	$72.3K	Hold	340	–	–	0.05%	168
2023 Q4	$70.8K	Hold	340	–	–	0.04%	157
2023 Q3	$58.8K	Hold	340	–	–	0.04%	156
2023 Q2	$62.5K	Hold	340	–	–	0.05%	153
2023 Q1	$57.2K	Hold	340	–	–	0.05%	152
2022 Q4	$49.7K	Buy	+340	New	+$49K	0.04%	155

Other funds holding WTS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s WTS Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Watts Water Technologies (WTS) position steady in Q2 2026 at 279 shares worth $109K. The position accounts for 0.03% of the portfolio, ranked #244.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in WTS in Q4 2022 and has held it in 15 quarters since. 276 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 279 shares of Watts Water Technologies worth $109K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Watts Water Technologies share count unchanged in Q2 2026.
Watts Water Technologies made up 0.03% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #244 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Watts Water Technologies in Q4 2022 and has held it in 15 quarters since.
276 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.