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Legacy Wealth Asset Management’s Watts Water Technologies WTS Stock Holding History

Legacy Wealth Asset 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
2025
Q1 		– Sell
-1,455
Closed -$296K – 366
2024
Q4 		$296K Sell
1,455
-33
-2% -$6.86K 0.08% 310
2024
Q3 		$308K Buy
1,488
+37
+3% +$7.15K 0.08% 305
2024
Q2 		$266K Buy
1,451
+62
+4% +$12.4K 0.08% 308
2024
Q1 		$295K Buy
1,389
+21
+2% +$4.25K 0.08% 299
2023
Q4 		$285K Buy
+1,368
New +$258K 0.09% 297

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 $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Legacy Wealth Asset Management's WTS Position: Q1 2025 in Review

Legacy Wealth Asset Management sold out of Watts Water Technologies (WTS) in Q1 2025, closing a stake of 1,455 shares — an estimated $296K sold.

Legacy Wealth Asset Management first reported a position in WTS in Q4 2023 and held it in 5 quarters. The position peaked at $308K in Q3 2024. 431 funds tracked by Wall St. Rank hold WTS as of Q1 2025.

  • Legacy Wealth Asset Management reported no remaining Watts Water Technologies position as of Q1 2025 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 1,455 Watts Water Technologies shares in Q1 2025, an estimated $296K.
  • Legacy Wealth Asset Management first reported a position in Watts Water Technologies in Q4 2023 and held it in 5 quarters.
  • Legacy Wealth Asset Management's Watts Water Technologies position peaked at $308K in Q3 2024.
  • 431 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2025.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.