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Pinnacle Wealth Planning Services’s Watts Water Technologies WTS Stock Holding History

Pinnacle Wealth Planning Services’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 		$5.22K Buy
18
+1
+6% +$305 ﹤0.01% 2254
2025
Q4 		$4.69K Buy
+17
New +$4.69K ﹤0.01% 2301
2021
Q1 		– Sell
-29
Closed -$4K – 1973
2020
Q4 		$4K Buy
+29
New +$3.32K ﹤0.01% 1766

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

Pinnacle Wealth Planning Services's WTS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Watts Water Technologies (WTS) stake by 5.9% in Q1 2026, buying an estimated $305 and bringing the position to 18 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #2254.

Pinnacle Wealth Planning Services first reported a position in WTS in Q4 2020 and has held it in 3 quarters since. 516 funds tracked by Wall St. Rank hold WTS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 18 shares of Watts Water Technologies worth $5.22K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 1 Watts Water Technologies share in Q1 2026, an estimated $305.
  • Watts Water Technologies made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2254 holding.
  • Pinnacle Wealth Planning Services first reported a position in Watts Water Technologies in Q4 2020 and has held it in 3 quarters since.
  • 516 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.