Position in WTS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,083,369
+$1,315,405 QoQ
Shares Held
12,986
+0.0% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#145
of 574 holders
Holding Since
Dec 2020
23 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, 2026NewEdge Wealth, LLC holds $68,537,069 across 19 Specialty Industrial Machinery names. WTS ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
11,576 | $13,600,179 | |
| 2 | PH |
Parker-Hannifin Corp
|
12,056 | $11,792,214 | |
| 3 | ETN |
Eaton Corp plc
|
23,340 | $9,945,640 | |
| 4 | CMI |
Cummins Inc
|
10,517 | $7,500,829 | |
| 5 | WTS |
Watts Water Technologies Inc
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|
12,986 | $5,083,369 | |
| 6 | NDSN |
Nordson Corp
|
14,539 | $4,386,270 | |
| 7 | EMR |
Emerson Electric Co
|
24,469 | $3,502,737 | |
| 8 | KAI |
Kadant Inc
|
7,411 | $2,328,758 |
All Filings in WTS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,083,369 | 12,986 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,767,964 | 12,980 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,058,322 | 14,703 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,338,335 | 15,534 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,806,623 | 15,481 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,395,268 | 16,650 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,670,784 | 18,056 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,826,384 | 18,468 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,905,864 | 15,847 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,369,130 | 15,851 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,300,730 | 15,843 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,779,636 | 16,084 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,997,738 | 16,316 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,765,160 | 16,428 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,718,269 | 18,589 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,310,917 | 18,380 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,157,930 | 17,567 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,728,822 | 12,385 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,406,348 | 12,393 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,083,979 | 12,398 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,796,881 | 12,315 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,331,503 | 11,207 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $807,722 | 6,637 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||