OneDigital Investment Advisors LLC

Position in WTS — Watts Water Technologies Inc

CIK 1690370 OVERLAND PARK, KS

Position in WTS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,972,125

+$655,370 QoQ

Shares Held

5,038

+11.1% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#227

of 577 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $29,171,314 across 23 Specialty Industrial Machinery names. WTS ranks #6 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	6,695	$7,865,687
2	CMI	Cummins Inc	5,573	$3,974,719
3	ETN	Eaton Corp plc	6,123	$2,609,132
4	ROK	Rockwell Automation, Inc	4,189	$2,073,890
5	EMR	Emerson Electric Co	13,951	$1,997,085
6	WTS	Watts Water Technologies Inc This page	5,038	$1,972,125
7	PH	Parker-Hannifin Corp	1,166	$1,140,487
8	DCI	DONALDSON Co INC	10,236	$918,885

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,972,125	5,038	+11.1%	Shares	Sole	2026-08-07
2026-03-31	$1,316,755	4,536	-2.8%	Shares	Sole	2026-05-08
2025-12-31	$1,288,737	4,669	-0.9%	Shares	Sole	2026-02-13
2025-09-30	$1,315,408	4,710	-1.5%	Shares	Sole	2025-11-10
2025-06-30	$1,175,845	4,782	-8.9%	Shares	Sole	2025-08-07
2025-03-31	$1,070,172	5,248	+3.0%	Shares	Sole	2025-04-29
2024-12-31	$1,035,610	5,094	-2.7%	Shares	Sole	2025-02-13
2024-09-30	$1,085,261	5,238	+1.3%	Shares	Sole	2024-11-06
2024-06-30	$948,573	5,173	+11.4%	Shares	Sole	2024-08-02
2024-03-31	$986,869	4,643	+1.2%	Shares	Sole	2024-05-10
2023-12-31	$955,863	4,588	-2.9%	Shares	Sole	2024-02-13
2023-09-30	$816,401	4,724	-0.0%	Shares	Sole	2023-11-14
2023-06-30	$868,124	4,725	+2.5%	Shares	Sole	2023-08-07
2023-03-31	$775,786	4,609	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.