SMC
WTS icon

Smith, Moore & Co’s Watts Water Technologies WTS Stock Holding History

Smith, Moore & Co’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
Q1 		– Sell
-1,000
Closed -$203K – 513
2024
Q4 		$203K Hold
1,000
– – 0.02% 463
2024
Q3 		$207K Buy
+1,000
New +$193K 0.02% 442
2024
Q2 		– Sell
-1,000
Closed -$213K – 456
2024
Q1 		$213K Hold
1,000
– – 0.02% 400
2023
Q4 		$208K Buy
+1,000
New +$189K 0.02% 389

Other funds holding WTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $9.3B AUM 25.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Smith, Moore & Co's WTS Position: Q1 2025 in Review

Smith, Moore & Co sold out of Watts Water Technologies (WTS) in Q1 2025, closing a stake of 1,000 shares — an estimated $203K sold.

Smith, Moore & Co first reported a position in WTS in Q4 2023 and held it in 4 quarters. The position peaked at $213K in Q1 2024. 431 funds tracked by Wall St. Rank hold WTS as of Q1 2025.

  • Smith, Moore & Co reported no remaining Watts Water Technologies position as of Q1 2025 after selling out during the quarter.
  • Smith, Moore & Co sold 1,000 Watts Water Technologies shares in Q1 2025, an estimated $203K.
  • Smith, Moore & Co first reported a position in Watts Water Technologies in Q4 2023 and held it in 4 quarters.
  • Smith, Moore & Co's Watts Water Technologies position peaked at $213K in Q1 2024.
  • 431 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2025.

Based on Smith, Moore & Co's 13F filing for Q1 2025, filed 15 May 2025.