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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
Q2 		$677K Sell
1,730
-1,205
-41% -$376K ﹤0.01% 1474
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 $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

Integrated Wealth Concepts's WTS Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Watts Water Technologies (WTS) stake by 41% in Q2 2026, selling an estimated $376K and leaving 1,730 shares worth $677K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Integrated Wealth Concepts first reported a position in WTS in Q1 2023 and has held it in 14 quarters since. The position peaked at $852K in Q1 2026. 579 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • Integrated Wealth Concepts held 1,730 shares of Watts Water Technologies worth $677K as of Q2 2026.
  • Integrated Wealth Concepts sold 1,205 Watts Water Technologies shares in Q2 2026, an estimated $376K.
  • Watts Water Technologies made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1474 holding.
  • Integrated Wealth Concepts first reported a position in Watts Water Technologies in Q1 2023 and has held it in 14 quarters since.
  • Integrated Wealth Concepts's Watts Water Technologies position peaked at $852K in Q1 2026.
  • 579 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.