SSG
WTS icon

Summit Securities Group’s Watts Water Technologies WTS Stock Holding History

Summit Securities Group’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
Q2 		– Sell
-313
Closed -$63.8K – 1474
2025
Q1 		$63.8K Buy
+313
New +$65.6K 0.01% 302

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Securities Group's WTS Position: Q2 2025 in Review

Summit Securities Group sold out of Watts Water Technologies (WTS) in Q2 2025, closing a stake of 313 shares — an estimated $63.8K sold.

Summit Securities Group first reported a position in WTS in Q1 2025 and held it in 1 quarter. The position peaked at $63.8K in Q1 2025. 459 funds tracked by Wall St. Rank hold WTS as of Q2 2025.

  • Summit Securities Group reported no remaining Watts Water Technologies position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 313 Watts Water Technologies shares in Q2 2025, an estimated $63.8K.
  • Summit Securities Group first reported a position in Watts Water Technologies in Q1 2025 and held it in 1 quarter.
  • Summit Securities Group's Watts Water Technologies position peaked at $63.8K in Q1 2025.
  • 459 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.