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SHP Wealth Management’s Watts Water Technologies WTS Stock Holding History

SHP Wealth 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
Q2 		– Sell
-1
Closed -$290 – 2085
2026
Q1 		$290 Buy
+1
New +$305 ﹤0.01% 1700

Other funds holding WTS

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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 $3.38T AUM 44.17% 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

SHP Wealth Management's WTS Position: Q2 2026 in Review

SHP Wealth Management sold out of Watts Water Technologies (WTS) in Q2 2026, closing a stake of 1 share — an estimated $290 sold.

SHP Wealth Management first reported a position in WTS in Q1 2026 and held it in 1 quarter. The position peaked at $290 in Q1 2026. 580 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • SHP Wealth Management reported no remaining Watts Water Technologies position as of Q2 2026 after selling out during the quarter.
  • SHP Wealth Management sold 1 Watts Water Technologies share in Q2 2026, an estimated $290.
  • SHP Wealth Management first reported a position in Watts Water Technologies in Q1 2026 and held it in 1 quarter.
  • SHP Wealth Management's Watts Water Technologies position peaked at $290 in Q1 2026.
  • 580 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.