Jones Financial Companies
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Jones Financial Companies’s Watts Water Technologies WTS Stock Holding History

Jones Financial Companies’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 		$767K Buy
2,135
+471
+28% +$147K ﹤0.01% 2025
2026
Q1 		$478K Buy
1,664
+989
+147% +$301K ﹤0.01% 2069
2025
Q4 		$186K Buy
675
+185
+38% +$51K ﹤0.01% 1937
2025
Q3 		$136K Buy
490
+1
+0.2% +$268 ﹤0.01% 1940
2025
Q2 		$120K Sell
489
-39
-7% -$8.77K ﹤0.01% 1858
2025
Q1 		$108K Sell
528
-27
-5% -$5.66K ﹤0.01% 1742
2024
Q4 		$113K Buy
555
+482
+660% +$100K ﹤0.01% 1584
2024
Q3 		$15.1K Buy
73
+59
+421% +$11.4K ﹤0.01% 2060
2024
Q2 		$2.57K Buy
+14
New +$2.81K ﹤0.01% 2104
2022
Q1 		– Sell
-114
Closed -$22K – 858
2021
Q4 		$22K Hold
114
– – ﹤0.01% 458
2021
Q3 		$19K Hold
114
– – ﹤0.01% 434
2021
Q2 		$17K Hold
114
– – ﹤0.01% 420
2021
Q1 		$14K Buy
+114
New +$13.9K ﹤0.01% 503

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

Jones Financial Companies's WTS Position: Q2 2026 in Review

Jones Financial Companies increased its Watts Water Technologies (WTS) stake by 28% in Q2 2026, buying an estimated $147K and bringing the position to 2,135 shares worth $767K. The position accounts for ﹤0.01% of the portfolio, ranked #2025.

Jones Financial Companies first reported a position in WTS in Q1 2021 and has held it in 13 quarters since. 576 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • Jones Financial Companies held 2,135 shares of Watts Water Technologies worth $767K as of Q2 2026.
  • Jones Financial Companies bought 471 Watts Water Technologies shares in Q2 2026, an estimated $147K.
  • Watts Water Technologies made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2025 holding.
  • Jones Financial Companies first reported a position in Watts Water Technologies in Q1 2021 and has held it in 13 quarters since.
  • 576 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.