SageView Advisory Group’s Watts Water Technologies WTS Stock Holding History

SageView Advisory Group’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	$233K	Buy	+596	New	+$186K	0.01%	568
2026 Q1	–	Sell	-629	Closed	-$174K	–	2447
2025 Q4	$174K	Sell	629 -1,999	-76%	-$551K	0.01%	647
2025 Q3	$734K	Sell	2,628 -296	-10%	-$79.4K	0.03%	310
2025 Q2	$738K	Buy	2,924 +29	+1%	+$6.52K	0.03%	287
2025 Q1	$590K	Buy	2,895 +26	+0.9%	+$5.45K	0.03%	312
2024 Q4	$583K	Buy	2,869 +17	+0.6%	+$3.53K	0.03%	315
2024 Q3	$591K	Sell	2,852 -178	-6%	-$34.4K	0.03%	270
2024 Q2	$556K	Buy	+3,030	New	+$608K	0.03%	320
2024 Q1	–	Sell	-3,012	Closed	-$616K	–	837
2023 Q4	$616K	Buy	+3,012	New	+$569K	0.03%	349

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

SageView Advisory Group's WTS Position: Q2 2026 in Review

SageView Advisory Group opened a new position in Watts Water Technologies (WTS) in Q2 2026: 596 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #568 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in WTS as recently as Q4 2025.

SageView Advisory Group first reported a position in WTS in Q4 2023 and has held it in 9 quarters since. The position peaked at $738K in Q2 2025. 579 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

SageView Advisory Group held 596 shares of Watts Water Technologies worth $233K as of Q2 2026.
Watts Water Technologies was a new SageView Advisory Group position in Q2 2026.
Watts Water Technologies made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #568 holding.
SageView Advisory Group first reported a position in Watts Water Technologies in Q4 2023 and has held it in 9 quarters since.
SageView Advisory Group's Watts Water Technologies position peaked at $738K in Q2 2025.
579 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.