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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

WTS holding history

Watts Water Technologies Inc in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WTS overviewAll 13F holders of WTSFull Q2 2026 holdings

Shares (Q2 2026)
157,140
Value
$61.5M
% of portfolio
0.3%
Quarters held
16
Since Q3 2022
Holdings of WTS by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026157,140$61.5M0.3%+11,609+8.0%AddedHolders
Q1 2026145,531$42.2M0.2%−25,663−15.0%ReducedHolders
Q4 2025171,194$47.3M0.3%+32,901+23.8%AddedHolders
Q3 2025138,293$38.6M0.2%+13,642+10.9%AddedHolders
Q2 2025124,651$30.7M0.2%+3,473+2.9%AddedHolders
Q1 2025121,178$24.7M0.2%+13,999+13.1%AddedHolders
Q4 2024107,179$21.8M0.2%+18,728+21.2%AddedHolders
Q3 202488,451$18.3M0.2%+16,896+23.6%AddedHolders
Q2 202471,555$13.1M0.1%+28,170+64.9%AddedHolders
Q1 202443,385$9.22M0.1%+7,368+20.5%AddedHolders
Q4 202336,017$7.17M<0.1%+15,078+72.0%AddedHolders
Q3 202320,939$3.62M<0.1%+7,857+60.1%AddedHolders
Q2 202313,082$2.40M<0.1%+4,105+45.7%AddedHolders
Q1 20238,977$1.51M<0.1%+476+5.6%AddedHolders
Q4 20228,501$1.24M<0.1%+574+7.2%AddedHolders
Q3 20227,927$997.0K<0.1%+7,927NewHolders