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Integrated Wealth Concepts’s Watts Water Technologies WTS Stock Holding History

Integrated Wealth Concepts’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 		$852K Buy
2,935
+1,495
+104% +$456K 0.01% 1211
2025
Q4 		$397K Sell
1,440
-1,546
-52% -$427K ﹤0.01% 1194
2025
Q3 		$834K Buy
2,986
+998
+50% +$268K 0.01% 1088
2025
Q2 		$489K Buy
1,988
+101
+5% +$22.7K ﹤0.01% 1288
2025
Q1 		$385K Buy
1,887
+174
+10% +$36.5K ﹤0.01% 1272
2024
Q4 		$348K Buy
1,713
+110
+7% +$22.9K ﹤0.01% 1291
2024
Q3 		$332K Buy
1,603
+17
+1% +$3.29K ﹤0.01% 1272
2024
Q2 		$291K Buy
1,586
+251
+19% +$50.3K ﹤0.01% 1336
2024
Q1 		$284K Sell
1,335
-4
-0.3% -$810 ﹤0.01% 1347
2023
Q4 		$279K Buy
1,339
+17
+1% +$3.21K ﹤0.01% 1304
2023
Q3 		$228K Hold
1,322
– – ﹤0.01% 1357
2023
Q2 		$243K Sell
1,322
-75
-5% -$12.5K ﹤0.01% 1332
2023
Q1 		$235K Buy
+1,397
New +$230K ﹤0.01% 1165

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

Integrated Wealth Concepts's WTS Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Watts Water Technologies (WTS) stake by 104% in Q1 2026, buying an estimated $456K and bringing the position to 2,935 shares worth $852K. The position accounts for 0.01% of the portfolio, ranked #1211.

Integrated Wealth Concepts first reported a position in WTS in Q1 2023 and has held it in 13 quarters since. 516 funds tracked by Wall St. Rank hold WTS as of Q1 2026.

  • Integrated Wealth Concepts held 2,935 shares of Watts Water Technologies worth $852K as of Q1 2026.
  • Integrated Wealth Concepts bought 1,495 Watts Water Technologies shares in Q1 2026, an estimated $456K.
  • Watts Water Technologies made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1211 holding.
  • Integrated Wealth Concepts first reported a position in Watts Water Technologies in Q1 2023 and has held it in 13 quarters since.
  • 516 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.