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Orion Portfolio Solutions’s Watts Water Technologies WTS Stock Holding History

Orion Portfolio Solutions’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
-1,670
Closed -$340K – 1988
2024
Q4 		$340K Sell
1,670
-51
-3% -$10.6K ﹤0.01% 1498
2024
Q3 		$357K Buy
1,721
+3
+0.2% +$580 ﹤0.01% 1451
2024
Q2 		$315K Sell
1,718
-67
-4% -$13.4K ﹤0.01% 1448
2024
Q1 		$379K Buy
1,785
+34
+2% +$6.89K ﹤0.01% 1379
2023
Q4 		$345K Buy
+1,751
New +$331K ﹤0.01% 1351
2020
Q3 		– Sell
-6
Closed – – 2069
2020
Q2 		$0 Buy
+6
New +$484 ﹤0.01% 2489

Other funds holding WTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Orion Portfolio Solutions's WTS Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of Watts Water Technologies (WTS) in Q1 2025, closing a stake of 1,670 shares — an estimated $340K sold.

Orion Portfolio Solutions first reported a position in WTS in Q2 2020 and held it in 6 quarters. The position peaked at $379K in Q1 2024. 430 funds tracked by Wall St. Rank hold WTS as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining Watts Water Technologies position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,670 Watts Water Technologies shares in Q1 2025, an estimated $340K.
  • Orion Portfolio Solutions first reported a position in Watts Water Technologies in Q2 2020 and held it in 6 quarters.
  • Orion Portfolio Solutions's Watts Water Technologies position peaked at $379K in Q1 2024.
  • 430 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.