Williams Jones Wealth Management’s Watts Water Technologies WTS Stock Holding History

Williams Jones Wealth Management’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	$1.36M	Hold	4,700	–	–	0.02%	226
2025 Q4	$1.3M	Hold	4,700	–	–	0.01%	237
2025 Q3	$1.31M	Sell	4,700 -500	-10%	-$134K	0.02%	226
2025 Q2	$1.28M	Sell	5,200 -500	-9%	-$112K	0.02%	229
2025 Q1	$1.16M	Hold	5,700	–	–	0.01%	227
2024 Q4	$1.16M	Hold	5,700	–	–	0.01%	240
2024 Q3	$1.18M	Hold	5,700	–	–	0.01%	244
2024 Q2	$1.05M	Hold	5,700	–	–	0.01%	251
2024 Q1	$1.21M	Hold	5,700	–	–	0.02%	247
2023 Q4	$1.19M	Hold	5,700	–	–	0.02%	242
2023 Q3	$985K	Hold	5,700	–	–	0.02%	253
2023 Q2	$1.05M	Hold	5,700	–	–	0.02%	254
2023 Q1	$959K	Sell	5,700 -7	-0.1%	-$1.15K	0.02%	285
2022 Q4	$835K	Buy	5,707 +7	+0.1%	+$1.01K	0.01%	292
2022 Q3	$717K	Hold	5,700	–	–	0.01%	311
2022 Q2	$700K	Hold	5,700	–	–	0.01%	319
2022 Q1	$796K	Hold	5,700	–	–	0.01%	291
2021 Q4	$1.11M	Hold	5,700	–	–	0.01%	250
2021 Q3	$958K	Hold	5,700	–	–	0.01%	254
2021 Q2	$832K	Hold	5,700	–	–	0.01%	266
2021 Q1	$677K	Hold	5,700	–	–	0.01%	278
2020 Q4	$694K	Hold	5,700	–	–	0.01%	253
2020 Q3	$571K	Hold	5,700	–	–	0.01%	253
2020 Q2	$462K	Hold	5,700	–	–	0.01%	269
2020 Q1	$483K	Hold	5,700	–	–	0.01%	230
2019 Q4	$569K	Hold	5,700	–	–	0.01%	262
2019 Q3	$534K	Buy	+5,700	New	+$529K	0.01%	263

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

Williams Jones Wealth Management's WTS Position: Q1 2026 in Review

Williams Jones Wealth Management held its Watts Water Technologies (WTS) position steady in Q1 2026 at 4,700 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #226.

Williams Jones Wealth Management first reported a position in WTS in Q3 2019 and has held it in 27 quarters since. 516 funds tracked by Wall St. Rank hold WTS as of Q1 2026.

Williams Jones Wealth Management held 4,700 shares of Watts Water Technologies worth $1.36M as of Q1 2026.
Williams Jones Wealth Management left its Watts Water Technologies share count unchanged in Q1 2026.
Watts Water Technologies made up 0.02% of Williams Jones Wealth Management's portfolio in Q1 2026, its #226 holding.
Williams Jones Wealth Management first reported a position in Watts Water Technologies in Q3 2019 and has held it in 27 quarters since.
516 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.