KWM
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Kolinsky Wealth Management’s Watts Water Technologies WTS Stock Holding History

Kolinsky Wealth Management’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
2024
Q4 		$416K Buy
2,045
+167
+9% +$34.7K 0.25% 86
2024
Q3 		$389K Buy
1,878
+5
+0.3% +$967 0.25% 89
2024
Q2 		$343K Hold
1,873
– – 0.25% 90
2024
Q1 		$398K Buy
1,873
+2
+0.1% +$405 0.3% 75
2023
Q4 		$390K Sell
1,871
-45
-2% -$8.5K 0.34% 72
2023
Q3 		$331K Buy
1,916
+20
+1% +$3.66K 0.33% 73
2023
Q2 		$343K Buy
1,896
+117
+7% +$19.6K 0.33% 75
2023
Q1 		$299K Sell
1,779
-22
-1% -$3.63K 0.32% 78
2022
Q4 		$263K Buy
1,801
+19
+1% +$2.74K 0.3% 90
2022
Q3 		$224K Buy
1,782
+7
+0.4% +$950 0.28% 101
2022
Q2 		$218K Hold
1,775
– – 0.26% 108
2022
Q1 		$248K Sell
1,775
-298
-14% -$46.8K 0.24% 107
2021
Q4 		$403K Buy
+2,073
New +$394K 0.37% 54

Other funds holding WTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $9.3B AUM 25.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Kolinsky Wealth Management's WTS Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Watts Water Technologies (WTS) stake by 8.9% in Q4 2024, buying an estimated $34.7K and bringing the position to 2,045 shares worth $416K. The position accounts for 0.25% of the portfolio, ranked #86.

Kolinsky Wealth Management first reported a position in WTS in Q4 2021 and has held it in 13 quarters since. 414 funds tracked by Wall St. Rank hold WTS as of Q4 2024.

  • Kolinsky Wealth Management held 2,045 shares of Watts Water Technologies worth $416K as of Q4 2024.
  • Kolinsky Wealth Management bought 167 Watts Water Technologies shares in Q4 2024, an estimated $34.7K.
  • Watts Water Technologies made up 0.25% of Kolinsky Wealth Management's portfolio in Q4 2024, its #86 holding.
  • Kolinsky Wealth Management first reported a position in Watts Water Technologies in Q4 2021 and has held it in 13 quarters since.
  • 414 funds tracked by Wall St. Rank held Watts Water Technologies as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.