Triad Wealth Partners
WTS icon

Triad Wealth Partners’s Watts Water Technologies WTS Stock Holding History

Triad Wealth Partners’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
Q3 		$281K Sell
794
-76
-9% -$27.3K 0.02% 448
2026
Q2 		$305K Sell
870
-2,424
-74% -$756K 0.02% 442
2026
Q1 		$956K Buy
3,294
+144
+5% +$43.9K 0.08% 176
2025
Q4 		$869K Buy
+3,150
New +$869K 0.08% 174
2024
Q3 		– Sell
-17
Closed -$3.12K – 956
2024
Q2 		$3.12K Buy
+17
New +$3.41K ﹤0.01% 673

Other funds holding WTS

Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
North Growth Management
North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Triad Wealth Partners's WTS Position: Q3 2026 in Review

Triad Wealth Partners reduced its Watts Water Technologies (WTS) stake by 8.7% in Q3 2026, selling an estimated $27.3K and leaving 794 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #448.

Triad Wealth Partners first reported a position in WTS in Q2 2024 and has held it in 5 quarters since. The position peaked at $956K in Q1 2026. 170 funds tracked by Wall St. Rank hold WTS as of Q3 2026.

  • Triad Wealth Partners held 794 shares of Watts Water Technologies worth $281K as of Q3 2026.
  • Triad Wealth Partners sold 76 Watts Water Technologies shares in Q3 2026, an estimated $27.3K.
  • Watts Water Technologies made up 0.02% of Triad Wealth Partners's portfolio in Q3 2026, its #448 holding.
  • Triad Wealth Partners first reported a position in Watts Water Technologies in Q2 2024 and has held it in 5 quarters since.
  • Triad Wealth Partners's Watts Water Technologies position peaked at $956K in Q1 2026.
  • 170 funds tracked by Wall St. Rank held Watts Water Technologies as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.