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Stephens Consulting’s Watts Water Technologies WTS Stock Holding History

Stephens Consulting’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
Q3 		– Sell
-3
Closed -$738 – 1186
2025
Q2 		$738 Sell
3
-2
-40% -$450 ﹤0.01% 775
2025
Q1 		$1.02K Buy
+5
New +$1.05K ﹤0.01% 638

Other funds holding WTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Stephens Consulting's WTS Position: Q3 2025 in Review

Stephens Consulting sold out of Watts Water Technologies (WTS) in Q3 2025, closing a stake of 3 shares — an estimated $738 sold.

Stephens Consulting first reported a position in WTS in Q1 2025 and held it in 2 quarters. The position peaked at $1.02K in Q1 2025. 471 funds tracked by Wall St. Rank hold WTS as of Q3 2025.

  • Stephens Consulting reported no remaining Watts Water Technologies position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 3 Watts Water Technologies shares in Q3 2025, an estimated $738.
  • Stephens Consulting first reported a position in Watts Water Technologies in Q1 2025 and held it in 2 quarters.
  • Stephens Consulting's Watts Water Technologies position peaked at $1.02K in Q1 2025.
  • 471 funds tracked by Wall St. Rank held Watts Water Technologies as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.