LPL Financial
WTS icon

LPL Financial’s Watts Water Technologies WTS Stock Holding History

LPL Financial’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 		$3.39M Buy
11,677
+492
+4% +$150K ﹤0.01% 2992
2025
Q4 		$3.09M Buy
11,185
+1,220
+12% +$337K ﹤0.01% 2988
2025
Q3 		$2.78M Buy
9,965
+451
+5% +$121K ﹤0.01% 3010
2025
Q2 		$2.34M Buy
9,514
+2,201
+30% +$495K ﹤0.01% 2981
2025
Q1 		$1.49M Sell
7,313
-146
-2% -$30.6K ﹤0.01% 3213
2024
Q4 		$1.52M Buy
7,459
+1,277
+21% +$265K ﹤0.01% 3138
2024
Q3 		$1.28M Buy
6,182
+985
+19% +$190K ﹤0.01% 3154
2024
Q2 		$953K Buy
5,197
+509
+11% +$102K ﹤0.01% 3307
2024
Q1 		$996K Buy
4,688
+698
+17% +$141K ﹤0.01% 3184
2023
Q4 		$831K Buy
3,990
+35
+0.9% +$6.61K ﹤0.01% 3205
2023
Q3 		$683K Buy
3,955
+261
+7% +$47.7K ﹤0.01% 3235
2023
Q2 		$679K Sell
3,694
-3,635
-50% -$608K ﹤0.01% 3185
2023
Q1 		$1.23M Buy
7,329
+737
+11% +$121K ﹤0.01% 2578
2022
Q4 		$964K Buy
6,592
+4,197
+175% +$605K ﹤0.01% 2673
2022
Q3 		$301K Sell
2,395
-553
-19% -$75.1K ﹤0.01% 3591
2022
Q2 		$362K Buy
2,948
+1,020
+53% +$132K ﹤0.01% 3468
2022
Q1 		$269K Sell
1,928
-397
-17% -$62.3K ﹤0.01% 3650
2021
Q4 		$451K Buy
2,325
+660
+40% +$125K ﹤0.01% 3366
2021
Q3 		$280K Buy
1,665
+50
+3% +$8.01K ﹤0.01% 3711
2021
Q2 		$236K Buy
+1,615
New +$213K ﹤0.01% 3781

Other funds holding WTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LPL Financial's WTS Position: Q1 2026 in Review

LPL Financial increased its Watts Water Technologies (WTS) stake by 4.4% in Q1 2026, buying an estimated $150K and bringing the position to 11,677 shares worth $3.39M. The position accounts for ﹤0.01% of the portfolio, ranked #2992.

LPL Financial first reported a position in WTS in Q2 2021 and has held it in 20 quarters since. 516 funds tracked by Wall St. Rank hold WTS as of Q1 2026.

  • LPL Financial held 11,677 shares of Watts Water Technologies worth $3.39M as of Q1 2026.
  • LPL Financial bought 492 Watts Water Technologies shares in Q1 2026, an estimated $150K.
  • Watts Water Technologies made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2992 holding.
  • LPL Financial first reported a position in Watts Water Technologies in Q2 2021 and has held it in 20 quarters since.
  • 516 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.