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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

HB Wealth Management's WTS Position: Q1 2026 in Review

HB Wealth Management increased its Watts Water Technologies (WTS) stake by 11% in Q1 2026, buying an estimated $35.7K and bringing the position to 1,181 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

HB Wealth Management first reported a position in WTS in Q1 2025 and has held it in 5 quarters since. 516 funds tracked by Wall St. Rank hold WTS as of Q1 2026.

  • HB Wealth Management held 1,181 shares of Watts Water Technologies worth $343K as of Q1 2026.
  • HB Wealth Management bought 117 Watts Water Technologies shares in Q1 2026, an estimated $35.7K.
  • Watts Water Technologies made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1148 holding.
  • HB Wealth Management first reported a position in Watts Water Technologies in Q1 2025 and has held it in 5 quarters since.
  • 516 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.