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Vest Financial’s Watts Water Technologies WTS Stock Holding History

Vest Financial’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 		$9.6M Sell
24,534
-198
-0.8% -$61.8K 0.1% 165
2026
Q1 		$7.18M Buy
24,732
+1,165
+5% +$355K 0.09% 181
2025
Q4 		$6.5M Buy
23,567
+1,268
+6% +$350K 0.08% 173
2025
Q3 		$6.23M Buy
22,299
+2,601
+13% +$697K 0.08% 161
2025
Q2 		$4.84M Buy
19,698
+3,753
+24% +$844K 0.07% 160
2025
Q1 		$3.25M Buy
+15,945
New +$3.34M 0.05% 170

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

Vest Financial's WTS Position: Q2 2026 in Review

Vest Financial reduced its Watts Water Technologies (WTS) stake by 0.8% in Q2 2026, selling an estimated $61.8K and leaving 24,534 shares worth $9.6M. The position accounts for 0.1% of the portfolio, ranked #165.

Vest Financial first reported a position in WTS in Q1 2025 and has held it in 6 quarters since. 580 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • Vest Financial held 24,534 shares of Watts Water Technologies worth $9.6M as of Q2 2026.
  • Vest Financial sold 198 Watts Water Technologies shares in Q2 2026, an estimated $61.8K.
  • Watts Water Technologies made up 0.1% of Vest Financial's portfolio in Q2 2026, its #165 holding.
  • Vest Financial first reported a position in Watts Water Technologies in Q1 2025 and has held it in 6 quarters since.
  • 580 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.