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BFC Planning, Inc.’s Watts Water Technologies WTS Stock Holding History

BFC Planning, 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 		$3.91K Hold
10
– – ﹤0.01% 2760
2026
Q1 		$2.9K Hold
10
– – ﹤0.01% 2503
2025
Q4 		$2.76K Hold
10
– – ﹤0.01% 2539
2025
Q3 		$2.79K Buy
10
+3
+43% +$804 ﹤0.01% 2382
2025
Q2 		$1.72K Buy
+7
New +$1.58K ﹤0.01% 2338

Other funds holding WTS

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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 $111B AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

BFC Planning, Inc.'s WTS Position: Q2 2026 in Review

BFC Planning, Inc. held its Watts Water Technologies (WTS) position steady in Q2 2026 at 10 shares worth $3.91K. The position accounts for ﹤0.01% of the portfolio, ranked #2760.

BFC Planning, Inc. first reported a position in WTS in Q2 2025 and has held it in 5 quarters since. 583 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • BFC Planning, Inc. held 10 shares of Watts Water Technologies worth $3.91K as of Q2 2026.
  • BFC Planning, Inc. left its Watts Water Technologies share count unchanged in Q2 2026.
  • Watts Water Technologies made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2760 holding.
  • BFC Planning, Inc. first reported a position in Watts Water Technologies in Q2 2025 and has held it in 5 quarters since.
  • 583 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.