PWPS
WTS icon

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
Q2 		$7.05K Hold
18
– – ﹤0.01% 2195
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 $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

Pinnacle Wealth Planning Services's WTS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Watts Water Technologies (WTS) position steady in Q2 2026 at 18 shares worth $7.05K. The position accounts for ﹤0.01% of the portfolio, ranked #2195.

Pinnacle Wealth Planning Services first reported a position in WTS in Q4 2020 and has held it in 4 quarters since. 578 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 18 shares of Watts Water Technologies worth $7.05K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Watts Water Technologies share count unchanged in Q2 2026.
  • Watts Water Technologies made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2195 holding.
  • Pinnacle Wealth Planning Services first reported a position in Watts Water Technologies in Q4 2020 and has held it in 4 quarters since.
  • 578 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.