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NewEdge Wealth’s Watts Water Technologies WTS Stock Holding History

NewEdge Wealth’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 		$3.77M Sell
12,980
-1,723
-12% -$525K 0.04% 279
2025
Q4 		$4.06M Sell
14,703
-831
-5% -$229K 0.05% 281
2025
Q3 		$4.38M Buy
15,534
+53
+0.3% +$14.2K 0.06% 233
2025
Q2 		$4.04M Sell
15,481
-1,169
-7% -$263K 0.06% 244
2025
Q1 		$3.4M Sell
16,650
-1,406
-8% -$295K 0.06% 246
2024
Q4 		$3.67M Sell
18,056
-412
-2% -$85.6K 0.06% 240
2024
Q3 		$3.83M Buy
18,468
+2,621
+17% +$507K 0.07% 240
2024
Q2 		$2.91M Sell
15,847
-4
-0% -$802 0.06% 254
2024
Q1 		$3.22M Buy
15,851
+8
+0.1% +$1.62K 0.07% 231
2023
Q4 		$3.3M Sell
15,843
-241
-1% -$45.5K 0.08% 203
2023
Q3 		$2.78M Sell
16,084
-232
-1% -$42.4K 0.09% 199
2023
Q2 		$3M Sell
16,316
-112
-0.7% -$18.7K 0.1% 190
2023
Q1 		$2.77M Sell
16,428
-2,161
-12% -$356K 0.1% 176
2022
Q4 		$2.72M Buy
18,589
+209
+1% +$30.1K 0.12% 163
2022
Q3 		$2.31M Buy
18,380
+813
+5% +$110K 0.11% 169
2022
Q2 		$2.16M Buy
17,567
+5,182
+42% +$673K 0.1% 180
2022
Q1 		$1.73M Sell
12,385
-8
-0.1% -$1.25K 0.08% 171
2021
Q4 		$2.41M Sell
12,393
-5
-0% -$950 0.1% 153
2021
Q3 		$2.08M Buy
12,398
+83
+0.7% +$13.3K 0.12% 126
2021
Q2 		$1.8M Buy
12,315
+1,108
+10% +$146K 0.14% 134
2021
Q1 		$1.33M Buy
11,207
+4,570
+69% +$557K 0.13% 133
2020
Q4 		$808K Buy
+6,637
New +$760K 0.25% 95

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

NewEdge Wealth's WTS Position: Q1 2026 in Review

NewEdge Wealth reduced its Watts Water Technologies (WTS) stake by 12% in Q1 2026, selling an estimated $525K and leaving 12,980 shares worth $3.77M. The position accounts for 0.04% of the portfolio, ranked #279.

NewEdge Wealth first reported a position in WTS in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.38M in Q3 2025. 516 funds tracked by Wall St. Rank hold WTS as of Q1 2026.

  • NewEdge Wealth held 12,980 shares of Watts Water Technologies worth $3.77M as of Q1 2026.
  • NewEdge Wealth sold 1,723 Watts Water Technologies shares in Q1 2026, an estimated $525K.
  • Watts Water Technologies made up 0.04% of NewEdge Wealth's portfolio in Q1 2026, its #279 holding.
  • NewEdge Wealth first reported a position in Watts Water Technologies in Q4 2020 and has held it in 22 quarters since.
  • NewEdge Wealth's Watts Water Technologies position peaked at $4.38M in Q3 2025.
  • 516 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.