IAAG
WTS icon

Innovative Asset Advisors Group’s Watts Water Technologies WTS Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-300
Closed -$87.1K – 1038
2026
Q1 		$87.1K Buy
+300
New +$91.4K 0.05% 236

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

Innovative Asset Advisors Group's WTS Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Watts Water Technologies (WTS) in Q2 2026, closing a stake of 300 shares — an estimated $87.1K sold.

Innovative Asset Advisors Group first reported a position in WTS in Q1 2026 and held it in 1 quarter. The position peaked at $87.1K in Q1 2026. 535 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Watts Water Technologies position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 300 Watts Water Technologies shares in Q2 2026, an estimated $87.1K.
  • Innovative Asset Advisors Group first reported a position in Watts Water Technologies in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Watts Water Technologies position peaked at $87.1K in Q1 2026.
  • 535 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.