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Greenline Wealth Management’s Watts Water Technologies WTS Stock Holding History

Greenline Wealth 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
Q2 		$200K Buy
+512
New +$160K 0.16% 129
2026
Q1 		– Sell
-272
Closed -$75.2K – 522
2025
Q4 		$75.2K Buy
+272
New +$75K 0.08% 160

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

Greenline Wealth Management's WTS Position: Q2 2026 in Review

Greenline Wealth Management opened a new position in Watts Water Technologies (WTS) in Q2 2026: 512 shares worth $200K. The stake represents 0.16% of the portfolio and ranks #129 among its holdings. This is a return to the name: Greenline Wealth Management previously reported a position in WTS as recently as Q4 2025.

Greenline Wealth Management first reported a position in WTS in Q4 2025 and has held it in 2 quarters since. 576 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • Greenline Wealth Management held 512 shares of Watts Water Technologies worth $200K as of Q2 2026.
  • Watts Water Technologies was a new Greenline Wealth Management position in Q2 2026.
  • Watts Water Technologies made up 0.16% of Greenline Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Greenline Wealth Management first reported a position in Watts Water Technologies in Q4 2025 and has held it in 2 quarters since.
  • 576 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Greenline Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.