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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
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 $6.73T 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

Forvis Mazars Wealth Advisors's WTS Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors opened a new position in Watts Water Technologies (WTS) in Q2 2026: 1,490 shares worth $583K. The stake represents 0.01% of the portfolio and ranks #284 among its holdings. This is a return to the name: Forvis Mazars Wealth Advisors previously reported a position in WTS as recently as Q4 2024.

Forvis Mazars Wealth Advisors first reported a position in WTS in Q3 2024 and has held it in 3 quarters since. 578 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 1,490 shares of Watts Water Technologies worth $583K as of Q2 2026.
  • Watts Water Technologies was a new Forvis Mazars Wealth Advisors position in Q2 2026.
  • Watts Water Technologies made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #284 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Watts Water Technologies in Q3 2024 and has held it in 3 quarters since.
  • 578 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.