True Wealth Design
WTS icon

True Wealth Design’s Watts Water Technologies WTS Stock Holding History

True Wealth Design’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 		$37.2K Buy
105
+26
+33% +$9.35K 0.01% 613
2026
Q2 		$30.9K Hold
79
– – 0.01% 667
2026
Q1 		$22.9K Buy
79
+40
+103% +$12.2K 0.01% 666
2025
Q4 		$10.8K Sell
39
-1
-3% -$276 ﹤0.01% 833
2025
Q3 		$11.2K Buy
40
+14
+54% +$3.75K ﹤0.01% 796
2025
Q2 		$6.39K Buy
26
+21
+420% +$4.72K ﹤0.01% 719
2025
Q1 		$1.02K Buy
+5
New +$1.05K ﹤0.01% 1254

Other funds holding WTS

Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 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
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return

True Wealth Design's WTS Position: Q3 2026 in Review

True Wealth Design increased its Watts Water Technologies (WTS) stake by 33% in Q3 2026, buying an estimated $9.35K and bringing the position to 105 shares worth $37.2K. The position accounts for 0.01% of the portfolio, ranked #613.

True Wealth Design first reported a position in WTS in Q1 2025 and has held it in 7 quarters since. 79 funds tracked by Wall St. Rank hold WTS as of Q3 2026.

  • True Wealth Design held 105 shares of Watts Water Technologies worth $37.2K as of Q3 2026.
  • True Wealth Design bought 26 Watts Water Technologies shares in Q3 2026, an estimated $9.35K.
  • Watts Water Technologies made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #613 holding.
  • True Wealth Design first reported a position in Watts Water Technologies in Q1 2025 and has held it in 7 quarters since.
  • 79 funds tracked by Wall St. Rank held Watts Water Technologies as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.