Phoenix Financial’s Watts Water Technologies WTS Stock Holding History

Phoenix 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 Q2	–	Sell	-694	Closed	-$201K	–	581
2026 Q1	$201K	Buy	+694	New	+$212K	﹤0.01%	466
2025 Q1	–	Sell	-1,067	Closed	-$217K	–	420
2024 Q4	$217K	Sell	1,067 -51	-5%	-$10.6K	﹤0.01%	340
2024 Q3	$232K	Sell	1,118 -387	-26%	-$74.8K	﹤0.01%	321
2024 Q2	$276K	Buy	1,505 +25	+2%	+$5.01K	﹤0.01%	297
2024 Q1	$314K	Buy	1,480 +473	+47%	+$95.8K	﹤0.01%	323
2023 Q4	$212K	Buy	+1,007	New	+$190K	﹤0.01%	297
2022 Q2	–	Sell	-1,542	Closed	-$216K	–	431
2022 Q1	$216K	Sell	1,542 -942	-38%	-$148K	﹤0.01%	377
2021 Q4	$478K	Sell	2,484 -176	-7%	-$33.4K	0.01%	290
2021 Q3	$462K	Buy	+2,660	New	+$426K	0.01%	330

Other funds holding WTS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Phoenix Financial's WTS Position: Q2 2026 in Review

Phoenix Financial sold out of Watts Water Technologies (WTS) in Q2 2026, closing a stake of 694 shares — an estimated $201K sold.

Phoenix Financial first reported a position in WTS in Q3 2021 and held it in 9 quarters. The position peaked at $478K in Q4 2021. 576 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

Phoenix Financial reported no remaining Watts Water Technologies position as of Q2 2026 after selling out during the quarter.
Phoenix Financial sold 694 Watts Water Technologies shares in Q2 2026, an estimated $201K.
Phoenix Financial first reported a position in Watts Water Technologies in Q3 2021 and held it in 9 quarters.
Phoenix Financial's Watts Water Technologies position peaked at $478K in Q4 2021.
576 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.