Icon Wealth Advisors’s Select Water Solutions WTTR Stock Holding History

Icon Wealth Advisors’s Portfolio WTTR Stock Details WTTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.7M	Hold	629,569	–	–	0.7%	34
2025 Q4	$6.62M	Hold	629,569	–	–	0.44%	44
2025 Q3	$6.73M	Hold	629,569	–	–	0.46%	44
2025 Q2	$5.44M	Hold	629,569	–	–	0.39%	54
2025 Q1	$6.61M	Hold	629,569	–	–	0.54%	40
2024 Q4	$8.34M	Hold	629,569	–	–	0.69%	28
2024 Q3	$7.01M	Buy	629,569 +284,891	+83%	+$3.13M	0.58%	31
2024 Q2	$4.07M	Sell	344,678 -284,891	-45%	-$2.81M	0.36%	57
2024 Q1	$5.81M	Hold	629,569	–	–	0.54%	36
2023 Q4	$4.78M	Buy	+629,569	New	+$4.68M	0.5%	39
2022 Q4	$487K	Hold	52,676	–	–	0.06%	195
2022 Q3	$367K	Buy	+52,676	New	+$365K	0.04%	214

Other funds holding WTTR

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CPI

Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Icon Wealth Advisors's WTTR Position: Q1 2026 in Review

Icon Wealth Advisors held its Select Water Solutions (WTTR) position steady in Q1 2026 at 629,569 shares worth $10.7M. The position accounts for 0.7% of the portfolio, ranked #34.

Icon Wealth Advisors first reported a position in WTTR in Q3 2022 and has held it in 12 quarters since. 255 funds tracked by Wall St. Rank hold WTTR as of Q1 2026.

Icon Wealth Advisors held 629,569 shares of Select Water Solutions worth $10.7M as of Q1 2026.
Icon Wealth Advisors left its Select Water Solutions share count unchanged in Q1 2026.
Select Water Solutions made up 0.7% of Icon Wealth Advisors's portfolio in Q1 2026, its #34 holding.
Icon Wealth Advisors first reported a position in Select Water Solutions in Q3 2022 and has held it in 12 quarters since.
255 funds tracked by Wall St. Rank held Select Water Solutions as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.