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Twin Peaks Wealth Advisors’s Watts Water Technologies WTS Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-11
Closed -$3.2K – 2236
2026
Q1 		$3.2K Buy
+11
New +$3.35K ﹤0.01% 1550
2025
Q3 		– Sell
-4
Closed -$1.09K – 2166
2025
Q2 		$1.09K Buy
+4
New +$900 ﹤0.01% 1754

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 $3.38T AUM 44.17% 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

Twin Peaks Wealth Advisors's WTS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Watts Water Technologies (WTS) in Q2 2026, closing a stake of 11 shares — an estimated $3.2K sold.

Twin Peaks Wealth Advisors first reported a position in WTS in Q2 2025 and held it in 2 quarters. The position peaked at $3.2K in Q1 2026. 580 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Watts Water Technologies position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 11 Watts Water Technologies shares in Q2 2026, an estimated $3.2K.
  • Twin Peaks Wealth Advisors first reported a position in Watts Water Technologies in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Watts Water Technologies position peaked at $3.2K in Q1 2026.
  • 580 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.