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Forum Financial Management’s Watts Water Technologies WTS Stock Holding History

Forum Financial 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 		– Sell
-844
Closed -$233K – 998
2025
Q4 		$233K Hold
844
– – ﹤0.01% 884
2025
Q3 		$236K Buy
+844
New +$226K ﹤0.01% 872

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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Forum Financial Management's WTS Position: Q1 2026 in Review

Forum Financial Management sold out of Watts Water Technologies (WTS) in Q1 2026, closing a stake of 844 shares — an estimated $233K sold.

Forum Financial Management first reported a position in WTS in Q3 2025 and held it in 2 quarters. The position peaked at $236K in Q3 2025. 518 funds tracked by Wall St. Rank hold WTS as of Q1 2026.

  • Forum Financial Management reported no remaining Watts Water Technologies position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 844 Watts Water Technologies shares in Q1 2026, an estimated $233K.
  • Forum Financial Management first reported a position in Watts Water Technologies in Q3 2025 and held it in 2 quarters.
  • Forum Financial Management's Watts Water Technologies position peaked at $236K in Q3 2025.
  • 518 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.