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Root Financial Partners’s Watts Water Technologies WTS Stock Holding History

Root Financial Partners’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
-96
Closed -$27.9K – 3205
2026
Q1 		$27.9K Buy
96
+15
+19% +$4.57K ﹤0.01% 1157
2025
Q4 		$22.4K Buy
81
+10
+14% +$2.76K ﹤0.01% 1129
2025
Q3 		$19.8K Buy
+71
New +$19K ﹤0.01% 1123

Other funds holding WTS

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Root Financial Partners's WTS Position: Q2 2026 in Review

Root Financial Partners sold out of Watts Water Technologies (WTS) in Q2 2026, closing a stake of 96 shares — an estimated $27.9K sold.

Root Financial Partners first reported a position in WTS in Q3 2025 and held it in 3 quarters. The position peaked at $27.9K in Q1 2026. 169 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • Root Financial Partners reported no remaining Watts Water Technologies position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 96 Watts Water Technologies shares in Q2 2026, an estimated $27.9K.
  • Root Financial Partners first reported a position in Watts Water Technologies in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Watts Water Technologies position peaked at $27.9K in Q1 2026.
  • 169 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.