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

HB 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 		$469K Buy
1,197
+16
+1% +$4.99K ﹤0.01% 1137
2026
Q1 		$343K Buy
1,181
+117
+11% +$35.7K ﹤0.01% 1148
2025
Q4 		$294K Sell
1,064
-36
-3% -$9.93K ﹤0.01% 1146
2025
Q3 		$307K Buy
1,100
+143
+15% +$38.3K ﹤0.01% 1061
2025
Q2 		$235K Sell
957
-313
-25% -$70.4K ﹤0.01% 1044
2025
Q1 		$259K Buy
+1,270
New +$266K ﹤0.01% 1027

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 $3.38T AUM 44.17% 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

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

HB Wealth Management increased its Watts Water Technologies (WTS) stake by 1.4% in Q2 2026, buying an estimated $4.99K and bringing the position to 1,197 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

HB Wealth Management first reported a position in WTS in Q1 2025 and has held it in 6 quarters since. 580 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • HB Wealth Management held 1,197 shares of Watts Water Technologies worth $469K as of Q2 2026.
  • HB Wealth Management bought 16 Watts Water Technologies shares in Q2 2026, an estimated $4.99K.
  • Watts Water Technologies made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1137 holding.
  • HB Wealth Management first reported a position in Watts Water Technologies in Q1 2025 and has held it in 6 quarters since.
  • 580 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.