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Steward Partners Investment Advisory’s Watts Water Technologies WTS Stock Holding History

Steward Partners Investment Advisory’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 		$449K Sell
1,148
-694
-38% -$216K ﹤0.01% 1752
2026
Q1 		$535K Buy
1,842
+107
+6% +$32.6K ﹤0.01% 1487
2025
Q4 		$479K Buy
1,735
+185
+12% +$51K ﹤0.01% 1450
2025
Q3 		$433K Hold
1,550
– – ﹤0.01% 1456
2025
Q2 		$381K Hold
1,550
– – ﹤0.01% 1430
2025
Q1 		$316K Hold
1,550
– – ﹤0.01% 1423
2024
Q4 		$315K Buy
1,550
+165
+12% +$34.3K ﹤0.01% 1382
2024
Q3 		$287K Buy
1,385
+200
+17% +$38.7K ﹤0.01% 1356
2024
Q2 		$217K Sell
1,185
-104
-8% -$20.9K ﹤0.01% 1406
2024
Q1 		$274K Sell
1,289
-11
-0.8% -$2.23K ﹤0.01% 1298
2023
Q4 		$271K Buy
1,300
+35
+3% +$6.61K ﹤0.01% 1255
2023
Q3 		$219K Buy
1,265
+160
+14% +$29.3K ﹤0.01% 1247
2023
Q2 		$203K Sell
1,105
-8
-0.7% -$1.34K ﹤0.01% 1285
2023
Q1 		$187K Buy
1,113
+389
+54% +$64.1K ﹤0.01% 1323
2022
Q4 		$106K Buy
724
+466
+181% +$67.1K ﹤0.01% 1521
2022
Q3 		$32K Sell
258
-8
-3% -$1.09K ﹤0.01% 2009
2022
Q2 		$33K Hold
266
– – ﹤0.01% 1997
2022
Q1 		$37K Sell
266
-162
-38% -$25.4K ﹤0.01% 2079
2021
Q4 		$83K Hold
428
– – ﹤0.01% 1672
2021
Q3 		$72K Hold
428
– – ﹤0.01% 1698
2021
Q2 		$62K Hold
428
– – ﹤0.01% 2889
2021
Q1 		$50.9K Hold
428
– – ﹤0.01% 1971
2020
Q4 		$52K Buy
428
+408
+2,040% +$46.7K ﹤0.01% 1661
2020
Q3 		$2K Buy
+20
New +$1.83K ﹤0.01% 2612

Other funds holding WTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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 $3.37T AUM 44.26% 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

Steward Partners Investment Advisory's WTS Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Watts Water Technologies (WTS) stake by 38% in Q2 2026, selling an estimated $216K and leaving 1,148 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Steward Partners Investment Advisory first reported a position in WTS in Q3 2020 and has held it in 24 quarters since. The position peaked at $535K in Q1 2026. 576 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • Steward Partners Investment Advisory held 1,148 shares of Watts Water Technologies worth $449K as of Q2 2026.
  • Steward Partners Investment Advisory sold 694 Watts Water Technologies shares in Q2 2026, an estimated $216K.
  • Watts Water Technologies made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1752 holding.
  • Steward Partners Investment Advisory first reported a position in Watts Water Technologies in Q3 2020 and has held it in 24 quarters since.
  • Steward Partners Investment Advisory's Watts Water Technologies position peaked at $535K in Q1 2026.
  • 576 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.