Position in WTS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$289,673
+$74,859 QoQ
Shares Held
740
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#390
of 574 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026HALL LAURIE J TRUSTEE holds $19,832,074 across 8 Specialty Industrial Machinery names. WTS ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
17,729 | $8,777,272 | |
| 2 | XYL |
Xylem Inc.
|
33,106 | $3,913,460 | |
| 3 | GEV |
GE Vernova Inc.
|
2,064 | $2,424,911 | |
| 4 | PH |
Parker-Hannifin Corp
|
2,071 | $2,025,686 | |
| 5 | EMR |
Emerson Electric Co
|
12,106 | $1,732,973 | |
| 6 | ETN |
Eaton Corp plc
|
1,095 | $466,600 | |
| 7 | WTS |
Watts Water Technologies Inc
This page
|
740 | $289,673 | |
| 8 | ITW |
Illinois Tool Works Inc
|
745 | $201,499 |
All Filings in WTS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,673 | 740 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $214,814 | 740 | Shares | Defined | 2026-04-06 | |
| 2025-12-31 | $204,254 | 740 | Shares | Defined | 2026-01-20 | |
| 2024-12-31 | $109,782 | 540 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $111,882 | 540 | Shares | Other | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||