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Shelton Capital Management’s Watts Water Technologies WTS Stock Holding History

Shelton Capital Management’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
Q1 		$262K Sell
903
-67
-7% -$20.4K 0.01% 563
2025
Q4 		$268K Hold
970
– – 0.01% 534
2025
Q3 		$271K Hold
970
– – 0.01% 542
2025
Q2 		$239K Sell
970
-26
-3% -$5.85K 0.01% 592
2025
Q1 		$203K Sell
996
-38
-4% -$7.97K ﹤0.01% 664
2024
Q4 		$210K Sell
1,034
-81
-7% -$16.8K 0.01% 677
2024
Q3 		$231K Hold
1,115
– – 0.01% 647
2024
Q2 		$204K Sell
1,115
-65
-6% -$13K 0.01% 685
2024
Q1 		$251K Hold
1,180
– – 0.01% 614
2023
Q4 		$246K Sell
1,180
-89
-7% -$16.8K 0.01% 590
2023
Q3 		$219K Sell
1,269
-103
-8% -$18.8K 0.01% 615
2023
Q2 		$252K Hold
1,372
– – 0.01% 587
2023
Q1 		$231K Sell
1,372
-77
-5% -$12.7K 0.01% 611
2022
Q4 		$212K Buy
+1,449
New +$209K 0.02% 620
2022
Q2 		– Sell
-1,449
Closed -$202K – 811
2022
Q1 		$202K Sell
1,449
-327
-18% -$51.3K 0.01% 779
2021
Q4 		$345K Hold
1,776
– – 0.01% 499
2021
Q3 		$299K Hold
1,776
– – 0.01% 553
2021
Q2 		$259K Sell
1,776
-69
-4% -$9.12K 0.01% 655
2021
Q1 		$219K Hold
1,845
– – 0.01% 731
2020
Q4 		$225K Buy
+1,845
New +$211K 0.01% 631
2020
Q1 		– Sell
-2,471
Closed -$247K – 840
2019
Q4 		$247K Sell
2,471
-123
-5% -$11.7K 0.01% 637
2019
Q3 		$243K Sell
2,594
-197
-7% -$18.3K 0.01% 642
2019
Q2 		$260K Buy
2,791
+2,565
+1,135% +$219K 0.02% 624
2019
Q1 		$2.79K Buy
+226
New +$17.2K 0.01% 743
2018
Q4 		– Sell
-2,791
Closed -$232K – 902
2018
Q3 		$232K Buy
+2,791
New +$231K 0.01% 767

Other funds holding WTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Shelton Capital Management's WTS Position: Q1 2026 in Review

Shelton Capital Management reduced its Watts Water Technologies (WTS) stake by 6.9% in Q1 2026, selling an estimated $20.4K and leaving 903 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #563.

Shelton Capital Management first reported a position in WTS in Q3 2018 and has held it in 25 quarters since. The position peaked at $345K in Q4 2021. 516 funds tracked by Wall St. Rank hold WTS as of Q1 2026.

  • Shelton Capital Management held 903 shares of Watts Water Technologies worth $262K as of Q1 2026.
  • Shelton Capital Management sold 67 Watts Water Technologies shares in Q1 2026, an estimated $20.4K.
  • Watts Water Technologies made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #563 holding.
  • Shelton Capital Management first reported a position in Watts Water Technologies in Q3 2018 and has held it in 25 quarters since.
  • Shelton Capital Management's Watts Water Technologies position peaked at $345K in Q4 2021.
  • 516 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.