Kestra Advisory Services’s Watts Water Technologies WTS Stock Holding History

Kestra Advisory Services’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	$266K	Sell	680 -26	-4%	-$8.11K	﹤0.01%	2871
2026 Q1	$205K	Buy	706 +56	+9%	+$17.1K	﹤0.01%	2928
2025 Q4	$179K	Buy	+650	New	+$179K	﹤0.01%	2989
2025 Q2	–	Sell	-766	Closed	-$156K	–	2999
2025 Q1	$156K	Sell	766 -558	-42%	-$117K	﹤0.01%	2531
2024 Q4	$269K	Buy	1,324 +75	+6%	+$15.6K	﹤0.01%	2313
2024 Q3	$259K	Sell	1,249 -129	-9%	-$24.9K	﹤0.01%	2192
2024 Q2	$253K	Buy	1,378 +108	+9%	+$21.7K	﹤0.01%	2240
2024 Q1	$270K	Sell	1,270 -36	-3%	-$7.29K	﹤0.01%	2079
2023 Q4	$272K	Buy	+1,306	New	+$247K	﹤0.01%	1913

Other funds holding WTS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kestra Advisory Services's WTS Position: Q2 2026 in Review

Kestra Advisory Services reduced its Watts Water Technologies (WTS) stake by 3.7% in Q2 2026, selling an estimated $8.11K and leaving 680 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #2871.

Kestra Advisory Services first reported a position in WTS in Q4 2023 and has held it in 9 quarters since. The position peaked at $272K in Q4 2023. 576 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

Kestra Advisory Services held 680 shares of Watts Water Technologies worth $266K as of Q2 2026.
Kestra Advisory Services sold 26 Watts Water Technologies shares in Q2 2026, an estimated $8.11K.
Watts Water Technologies made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2871 holding.
Kestra Advisory Services first reported a position in Watts Water Technologies in Q4 2023 and has held it in 9 quarters since.
Kestra Advisory Services's Watts Water Technologies position peaked at $272K in Q4 2023.
576 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.