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Rise Advisors’s Watts Water Technologies WTS Stock Holding History

Rise 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
2025
Q4 		– Sell
-97
Closed -$27K – 1447
2025
Q3 		$27K Buy
97
+1
+1% +$268 0.01% 426
2025
Q2 		$23.7K Hold
96
– – 0.01% 438
2025
Q1 		$19.6K Sell
96
-26
-21% -$5.45K 0.01% 508
2024
Q4 		$24.8K Hold
122
– – 0.01% 509
2024
Q3 		$25.2K Buy
122
+1
+0.8% +$193 0.01% 519
2024
Q2 		$22.3K Hold
121
– – 0.01% 561
2024
Q1 		$25.8K Buy
+121
New +$24.5K 0.01% 472

Other funds holding WTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Rise Advisors's WTS Position: Q4 2025 in Review

Rise Advisors sold out of Watts Water Technologies (WTS) in Q4 2025, closing a stake of 97 shares — an estimated $27K sold.

Rise Advisors first reported a position in WTS in Q1 2024 and held it in 7 quarters. The position peaked at $27K in Q3 2025. 490 funds tracked by Wall St. Rank hold WTS as of Q4 2025.

  • Rise Advisors reported no remaining Watts Water Technologies position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 97 Watts Water Technologies shares in Q4 2025, an estimated $27K.
  • Rise Advisors first reported a position in Watts Water Technologies in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Watts Water Technologies position peaked at $27K in Q3 2025.
  • 490 funds tracked by Wall St. Rank held Watts Water Technologies as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.