Forvis Mazars Wealth Advisors
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Forvis Mazars Wealth Advisors’s Watts Water Technologies WTS Stock Holding History

Forvis Mazars 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
Q3 		– Sell
-1,490
Closed -$583K – 441
2026
Q2 		$583K Buy
+1,490
New +$465K 0.01% 284
2025
Q1 		– Sell
-1,600
Closed -$325K – 431
2024
Q4 		$325K Hold
1,600
– – 0.01% 367
2024
Q3 		$332K Buy
+1,600
New +$309K 0.01% 370

Other funds holding WTS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Forvis Mazars Wealth Advisors's WTS Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors sold out of Watts Water Technologies (WTS) in Q3 2026, closing a stake of 1,490 shares — an estimated $583K sold.

Forvis Mazars Wealth Advisors first reported a position in WTS in Q3 2024 and held it in 3 quarters. The position peaked at $583K in Q2 2026. 473 funds tracked by Wall St. Rank hold WTS as of Q3 2026.

  • Forvis Mazars Wealth Advisors reported no remaining Watts Water Technologies position as of Q3 2026 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 1,490 Watts Water Technologies shares in Q3 2026, an estimated $583K.
  • Forvis Mazars Wealth Advisors first reported a position in Watts Water Technologies in Q3 2024 and held it in 3 quarters.
  • Forvis Mazars Wealth Advisors's Watts Water Technologies position peaked at $583K in Q2 2026.
  • 473 funds tracked by Wall St. Rank held Watts Water Technologies as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.