MA
WTS icon

Montag & Associates’s Watts Water Technologies WTS Stock Holding History

Montag & Associates’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 		$38K Buy
+97
New +$30.3K ﹤0.01% 630
2024
Q1 		– Sell
-89
Closed -$18.5K – 1013
2023
Q4 		$18.5K Hold
89
– – ﹤0.01% 698
2023
Q3 		$15.4K Buy
+89
New +$16.3K ﹤0.01% 694

Other funds holding WTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Montag & Associates's WTS Position: Q2 2026 in Review

Montag & Associates opened a new position in Watts Water Technologies (WTS) in Q2 2026: 97 shares worth $38K. The stake represents ﹤0.01% of the portfolio and ranks #630 among its holdings. This is a return to the name: Montag & Associates previously reported a position in WTS as recently as Q4 2023.

Montag & Associates first reported a position in WTS in Q3 2023 and has held it in 3 quarters since. 580 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • Montag & Associates held 97 shares of Watts Water Technologies worth $38K as of Q2 2026.
  • Watts Water Technologies was a new Montag & Associates position in Q2 2026.
  • Watts Water Technologies made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #630 holding.
  • Montag & Associates first reported a position in Watts Water Technologies in Q3 2023 and has held it in 3 quarters since.
  • 580 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.