Welch Group’s Watts Water Technologies WTS Stock Holding History

Welch Group’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 Q1	$1.57M	Hold	5,400	–	–	0.06%	94
2025 Q4	$1.49M	Hold	5,400	–	–	0.06%	97
2025 Q3	$1.51M	Hold	5,400	–	–	0.06%	90
2025 Q2	$1.33M	Hold	5,400	–	–	0.06%	89
2025 Q1	$1.1M	Hold	5,400	–	–	0.05%	93
2024 Q4	$1.1M	Hold	5,400	–	–	0.05%	98
2024 Q3	$1.12M	Hold	5,400	–	–	0.05%	94
2024 Q2	$990K	Buy	5,400 +2,500	+86%	+$501K	0.05%	100
2024 Q1	$616K	Hold	2,900	–	–	0.03%	114
2023 Q4	$604K	Buy	2,900 +700	+32%	+$132K	0.03%	110
2023 Q3	$380K	Hold	2,200	–	–	0.02%	132
2023 Q2	$404K	Hold	2,200	–	–	0.02%	130
2023 Q1	$370K	Hold	2,200	–	–	0.02%	139
2022 Q4	$322K	Hold	2,200	–	–	0.02%	150
2022 Q3	$277K	Hold	2,200	–	–	0.02%	139
2022 Q2	$270K	Hold	2,200	–	–	0.02%	156
2022 Q1	$307K	Hold	2,200	–	–	0.02%	161
2021 Q4	$427K	Hold	2,200	–	–	0.03%	135
2021 Q3	$370K	Hold	2,200	–	–	0.03%	128
2021 Q2	$321K	Hold	2,200	–	–	0.02%	135
2021 Q1	$261K	Buy	+2,200	New	+$268K	0.02%	156

Other funds holding WTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Welch Group's WTS Position: Q1 2026 in Review

Welch Group held its Watts Water Technologies (WTS) position steady in Q1 2026 at 5,400 shares worth $1.57M. The position accounts for 0.06% of the portfolio, ranked #94.

Welch Group first reported a position in WTS in Q1 2021 and has held it in 21 quarters since. 516 funds tracked by Wall St. Rank hold WTS as of Q1 2026.

Welch Group held 5,400 shares of Watts Water Technologies worth $1.57M as of Q1 2026.
Welch Group left its Watts Water Technologies share count unchanged in Q1 2026.
Watts Water Technologies made up 0.06% of Welch Group's portfolio in Q1 2026, its #94 holding.
Welch Group first reported a position in Watts Water Technologies in Q1 2021 and has held it in 21 quarters since.
516 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2026.

Based on Welch Group's 13F filing for Q1 2026, filed 21 Apr 2026.