Loring Wolcott & Coolidge Fiduciary Advisors’s Watts Water Technologies WTS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$522K	Hold	1,334	–	–	0.01%	231
2026 Q1	$404K	Sell	1,334 -199	-13%	-$60.7K	﹤0.01%	256
2025 Q4	$456K	Hold	1,533	–	–	﹤0.01%	251
2025 Q3	$427K	Hold	1,533	–	–	﹤0.01%	257
2025 Q2	$377K	Buy	1,533 +1,449	+1,725%	+$326K	﹤0.01%	229
2025 Q1	$17.2K	Hold	84	–	–	﹤0.01%	453
2024 Q4	$17.7K	Hold	84	–	–	﹤0.01%	462
2024 Q3	$16.7K	Hold	84	–	–	﹤0.01%	466
2024 Q2	$16.6K	Hold	84	–	–	﹤0.01%	464
2024 Q1	$17.2K	Hold	84	–	–	﹤0.01%	468
2023 Q4	$16.6K	Hold	84	–	–	﹤0.01%	471
2023 Q3	$15.6K	Hold	84	–	–	﹤0.01%	500
2023 Q2	$15.4K	Hold	84	–	–	﹤0.01%	521
2023 Q1	$14.1K	Hold	84	–	–	﹤0.01%	495
2022 Q4	$12.3K	Hold	84	–	–	﹤0.01%	490
2022 Q3	$11K	Hold	84	–	–	﹤0.01%	525
2022 Q2	$10K	Hold	84	–	–	﹤0.01%	549
2022 Q1	$12K	Hold	84	–	–	﹤0.01%	547
2021 Q4	$16K	Hold	84	–	–	﹤0.01%	560
2021 Q3	$14K	Hold	84	–	–	﹤0.01%	557
2021 Q2	$12K	Buy	+84	New	+$11.1K	﹤0.01%	610
2021 Q1	–	Sell	-84	Closed	-$10K	–	719
2020 Q4	$10K	Hold	84	–	–	﹤0.01%	573
2020 Q3	$8K	Hold	84	–	–	﹤0.01%	520
2020 Q2	$7K	Hold	84	–	–	﹤0.01%	523
2020 Q1	$7K	Hold	84	–	–	﹤0.01%	565
2019 Q4	$8K	Hold	84	–	–	﹤0.01%	593
2019 Q3	$8K	Hold	84	–	–	﹤0.01%	588
2019 Q2	$8K	Hold	84	–	–	﹤0.01%	577
2019 Q1	$7K	Hold	84	–	–	﹤0.01%	579
2018 Q4	$5K	Hold	84	–	–	﹤0.01%	604
2018 Q3	$7K	Hold	84	–	–	﹤0.01%	554
2018 Q2	$7K	Hold	84	–	–	﹤0.01%	569
2018 Q1	$7K	Sell	84 -7	-8%	-$545	﹤0.01%	605
2017 Q4	$7K	Sell	91 -116	-56%	-$8.27K	﹤0.01%	593
2017 Q3	$14K	Buy	207 +7	+4%	+$450	﹤0.01%	538
2017 Q2	$13K	Hold	200	–	–	﹤0.01%	529
2017 Q1	$12K	Hold	200	–	–	﹤0.01%	543
2016 Q4	$13K	Hold	200	–	–	﹤0.01%	512
2016 Q3	$13K	Hold	200	–	–	﹤0.01%	525
2016 Q2	$12K	Hold	200	–	–	﹤0.01%	532
2016 Q1	$11K	Hold	200	–	–	﹤0.01%	532
2015 Q4	$10K	Hold	200	–	–	﹤0.01%	564
2015 Q3	$10K	Hold	200	–	–	﹤0.01%	547
2015 Q2	$10K	Hold	200	–	–	﹤0.01%	547
2015 Q1	$11K	Hold	200	–	–	﹤0.01%	555
2014 Q4	$13K	Hold	200	–	–	﹤0.01%	539
2014 Q3	$12K	Hold	200	–	–	﹤0.01%	524
2014 Q2	$12K	Hold	200	–	–	﹤0.01%	547
2014 Q1	$12K	Hold	200	–	–	﹤0.01%	533
2013 Q4	$12K	Hold	200	–	–	﹤0.01%	517
2013 Q3	$11K	Hold	200	–	–	﹤0.01%	492
2013 Q2	$9K	Buy	+200	New	+$9.25K	﹤0.01%	543

Other funds holding WTS

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

TIM

Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WTS Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Watts Water Technologies (WTS) position steady in Q2 2026 at 1,334 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #231.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WTS in Q2 2013 and has held it in 52 quarters since. 240 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,334 shares of Watts Water Technologies worth $522K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Watts Water Technologies share count unchanged in Q2 2026.
Watts Water Technologies made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #231 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Watts Water Technologies in Q2 2013 and has held it in 52 quarters since.
240 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.