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
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 $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SageView Advisory Group's WTS Position: Q4 2025 in Review

SageView Advisory Group reduced its Watts Water Technologies (WTS) stake by 76% in Q4 2025, selling an estimated $551K and leaving 629 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #647.

SageView Advisory Group first reported a position in WTS in Q4 2023 and has held it in 8 quarters since. The position peaked at $738K in Q2 2025. 487 funds tracked by Wall St. Rank hold WTS as of Q4 2025.

SageView Advisory Group held 629 shares of Watts Water Technologies worth $174K as of Q4 2025.
SageView Advisory Group sold 1,999 Watts Water Technologies shares in Q4 2025, an estimated $551K.
Watts Water Technologies made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #647 holding.
SageView Advisory Group first reported a position in Watts Water Technologies in Q4 2023 and has held it in 8 quarters since.
SageView Advisory Group's Watts Water Technologies position peaked at $738K in Q2 2025.
487 funds tracked by Wall St. Rank held Watts Water Technologies as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.