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Sequoia Financial Advisors’s Watts Water Technologies WTS Stock Holding History

Sequoia Financial 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
2026
Q2 		$837K Buy
2,138
+189
+10% +$58.9K ﹤0.01% 1034
2026
Q1 		$566K Sell
1,949
-314
-14% -$95.7K ﹤0.01% 1202
2025
Q4 		$625K Buy
2,263
+429
+23% +$118K ﹤0.01% 1149
2025
Q3 		$512K Buy
1,834
+603
+49% +$162K ﹤0.01% 1124
2025
Q2 		$303K Buy
+1,231
New +$277K ﹤0.01% 1259

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

Sequoia Financial Advisors's WTS Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Watts Water Technologies (WTS) stake by 9.7% in Q2 2026, buying an estimated $58.9K and bringing the position to 2,138 shares worth $837K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Sequoia Financial Advisors first reported a position in WTS in Q2 2025 and has held it in 5 quarters since. 576 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • Sequoia Financial Advisors held 2,138 shares of Watts Water Technologies worth $837K as of Q2 2026.
  • Sequoia Financial Advisors bought 189 Watts Water Technologies shares in Q2 2026, an estimated $58.9K.
  • Watts Water Technologies made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1034 holding.
  • Sequoia Financial Advisors first reported a position in Watts Water Technologies in Q2 2025 and has held it in 5 quarters since.
  • 576 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.