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Pension & Wealth Management Advisors’s Watts Water Technologies WTS Stock Holding History

Pension & Wealth Management 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 		$109K Hold
279
– – 0.03% 244
2026
Q1 		$81K Hold
279
– – 0.02% 250
2025
Q4 		$77K Hold
279
– – 0.02% 256
2025
Q3 		$77.9K Hold
279
– – 0.02% 233
2025
Q2 		$68.6K Hold
279
– – 0.02% 239
2025
Q1 		$56.9K Hold
279
– – 0.02% 253
2024
Q4 		$56.7K Sell
279
-61
-18% -$12.7K 0.02% 245
2024
Q3 		$70.4K Hold
340
– – 0.04% 186
2024
Q2 		$62.3K Hold
340
– – 0.04% 188
2024
Q1 		$72.3K Hold
340
– – 0.05% 168
2023
Q4 		$70.8K Hold
340
– – 0.04% 157
2023
Q3 		$58.8K Hold
340
– – 0.04% 156
2023
Q2 		$62.5K Hold
340
– – 0.05% 153
2023
Q1 		$57.2K Hold
340
– – 0.05% 152
2022
Q4 		$49.7K Buy
+340
New +$49K 0.04% 155

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 $3.37T AUM 44.26% 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

Pension & Wealth Management Advisors's WTS Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Watts Water Technologies (WTS) position steady in Q2 2026 at 279 shares worth $109K. The position accounts for 0.03% of the portfolio, ranked #244.

Pension & Wealth Management Advisors first reported a position in WTS in Q4 2022 and has held it in 15 quarters since. 535 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • Pension & Wealth Management Advisors held 279 shares of Watts Water Technologies worth $109K as of Q2 2026.
  • Pension & Wealth Management Advisors left its Watts Water Technologies share count unchanged in Q2 2026.
  • Watts Water Technologies made up 0.03% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #244 holding.
  • Pension & Wealth Management Advisors first reported a position in Watts Water Technologies in Q4 2022 and has held it in 15 quarters since.
  • 535 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.