Journey Strategic Wealth’s Watts Water Technologies WTS Stock Holding History

Journey Strategic Wealth’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	$300K	Buy	1,033 +67	+7%	+$20.4K	0.01%	545
2025 Q4	$267K	Sell	966 -35	-3%	-$9.66K	0.01%	556
2025 Q3	$280K	Buy	1,001 +41	+4%	+$11K	0.01%	509
2025 Q2	$236K	Buy	+960	New	+$216K	0.01%	533
2025 Q1	–	Sell	-1,049	Closed	-$213K	–	549
2024 Q4	$213K	Hold	1,049	–	–	0.01%	453
2024 Q3	$217K	Buy	+1,049	New	+$203K	0.01%	448
2022 Q1	–	Sell	-1,111	Closed	-$216K	–	238
2021 Q4	$216K	Buy	+1,111	New	+$211K	0.02%	180

Other funds holding WTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Journey Strategic Wealth's WTS Position: Q1 2026 in Review

Journey Strategic Wealth increased its Watts Water Technologies (WTS) stake by 6.9% in Q1 2026, buying an estimated $20.4K and bringing the position to 1,033 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #545.

Journey Strategic Wealth first reported a position in WTS in Q4 2021 and has held it in 7 quarters since. 516 funds tracked by Wall St. Rank hold WTS as of Q1 2026.

Journey Strategic Wealth held 1,033 shares of Watts Water Technologies worth $300K as of Q1 2026.
Journey Strategic Wealth bought 67 Watts Water Technologies shares in Q1 2026, an estimated $20.4K.
Watts Water Technologies made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #545 holding.
Journey Strategic Wealth first reported a position in Watts Water Technologies in Q4 2021 and has held it in 7 quarters since.
516 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.