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

Spire 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	$132K	Buy	336 +311	+1,244%	+$97K	﹤0.01%	910
2026 Q1	$7.26K	Hold	25	–	–	﹤0.01%	1727
2025 Q4	$6.9K	Buy	+25	New	+$6.9K	﹤0.01%	1832
2024 Q3	–	Sell	-398	Closed	-$73K	–	2282
2024 Q2	$73K	Buy	398 +58	+17%	+$11.6K	﹤0.01%	992
2024 Q1	$72.3K	Hold	340	–	–	﹤0.01%	1095
2023 Q4	$68.2K	Buy	340 +146	+75%	+$27.6K	﹤0.01%	1103
2023 Q3	$33.5K	Buy	194 +45	+30%	+$8.23K	﹤0.01%	1315
2023 Q2	$27.4K	Buy	149 +72	+94%	+$12K	﹤0.01%	1453
2023 Q1	$13K	Buy	+77	New	+$12.7K	﹤0.01%	1766
2022 Q1	–	Sell	-700	Closed	-$136K	–	2911
2021 Q4	$136K	Buy	+700	New	+$133K	﹤0.01%	1277
2021 Q2	–	Sell	-700	Closed	-$83K	–	2997
2021 Q1	$83K	Buy	+700	New	+$85.4K	﹤0.01%	1474

Other funds holding WTS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Spire Wealth Management increased its Watts Water Technologies (WTS) stake by 1,244% in Q2 2026, buying an estimated $97K and bringing the position to 336 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

Spire Wealth Management first reported a position in WTS in Q1 2021 and has held it in 11 quarters since. The position peaked at $136K in Q4 2021. 576 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

Spire Wealth Management held 336 shares of Watts Water Technologies worth $132K as of Q2 2026.
Spire Wealth Management bought 311 Watts Water Technologies shares in Q2 2026, an estimated $97K.
Watts Water Technologies made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #910 holding.
Spire Wealth Management first reported a position in Watts Water Technologies in Q1 2021 and has held it in 11 quarters since.
Spire Wealth Management's Watts Water Technologies position peaked at $136K in Q4 2021.
576 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.