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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
2026
Q2 		$59.5K Buy
+152
New +$47.4K 0.01% 556
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 $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

Summit Securities Group's WTS Position: Q2 2026 in Review

Summit Securities Group opened a new position in Watts Water Technologies (WTS) in Q2 2026: 152 shares worth $59.5K. The stake represents 0.01% of the portfolio and ranks #556 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in WTS as recently as Q1 2025.

Summit Securities Group first reported a position in WTS in Q1 2025 and has held it in 2 quarters since. The position peaked at $63.8K in Q1 2025. 578 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • Summit Securities Group held 152 shares of Watts Water Technologies worth $59.5K as of Q2 2026.
  • Watts Water Technologies was a new Summit Securities Group position in Q2 2026.
  • Watts Water Technologies made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #556 holding.
  • Summit Securities Group first reported a position in Watts Water Technologies in Q1 2025 and has held it in 2 quarters since.
  • Summit Securities Group's Watts Water Technologies position peaked at $63.8K in Q1 2025.
  • 578 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.