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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
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

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

Triad Wealth Partners's WTS Position: Q2 2026 in Review

Triad Wealth Partners reduced its Watts Water Technologies (WTS) stake by 74% in Q2 2026, selling an estimated $756K and leaving 870 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #442.

Triad Wealth Partners first reported a position in WTS in Q2 2024 and has held it in 4 quarters since. The position peaked at $956K in Q1 2026. 578 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • Triad Wealth Partners held 870 shares of Watts Water Technologies worth $305K as of Q2 2026.
  • Triad Wealth Partners sold 2,424 Watts Water Technologies shares in Q2 2026, an estimated $756K.
  • Watts Water Technologies made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #442 holding.
  • Triad Wealth Partners first reported a position in Watts Water Technologies in Q2 2024 and has held it in 4 quarters since.
  • Triad Wealth Partners's Watts Water Technologies position peaked at $956K in Q1 2026.
  • 578 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.