Position in WTS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,603,834
+$2,424,382 QoQ
Shares Held
24,534
-0.8% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#117
of 574 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Vest Financial, LLC holds $464,425,134 across 17 Specialty Industrial Machinery names. WTS ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
84,689 | $99,497,717 | |
| 2 | DOV |
DOVER Corp
|
329,451 | $73,889,269 | |
| 3 | AOS |
Smith A O Corp
|
855,748 | $53,672,513 | |
| 4 | NDSN |
Nordson Corp
|
171,755 | $51,816,765 | |
| 5 | EMR |
Emerson Electric Co
|
353,768 | $50,641,889 | |
| 6 | ITW |
Illinois Tool Works Inc
|
179,149 | $48,454,429 | |
| 7 | PNR |
PENTAIR plc
|
539,598 | $41,365,582 | |
| 8 | WTS |
Watts Water Technologies Inc
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|
24,534 | $9,603,834 |
All Filings in WTS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,603,834 | 24,534 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $7,179,452 | 24,732 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $6,504,963 | 23,567 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $6,227,664 | 22,299 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $4,843,541 | 19,698 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $3,251,504 | 15,945 | Shares | Defined | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||