RFS
WTS icon

Richardson Financial Services’s Watts Water Technologies WTS Stock Holding History

Richardson Financial Services’s Portfolio WTS Stock Details WTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.4K Buy
98
+7
+8% +$2.13K 0.02% 379
2025
Q4 		$25.1K Buy
91
+21
+30% +$5.79K 0.01% 380
2025
Q3 		$19.5K Buy
70
+32
+84% +$8.58K 0.01% 378
2025
Q2 		$9.53K Hold
38
– – 0.01% 412
2025
Q1 		$7.75K Buy
+38
New +$7.97K 0.01% 420

Other funds holding WTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Richardson Financial Services's WTS Position: Q1 2026 in Review

Richardson Financial Services increased its Watts Water Technologies (WTS) stake by 7.7% in Q1 2026, buying an estimated $2.13K and bringing the position to 98 shares worth $28.4K. The position accounts for 0.02% of the portfolio, ranked #379.

Richardson Financial Services first reported a position in WTS in Q1 2025 and has held it in 5 quarters since. 516 funds tracked by Wall St. Rank hold WTS as of Q1 2026.

  • Richardson Financial Services held 98 shares of Watts Water Technologies worth $28.4K as of Q1 2026.
  • Richardson Financial Services bought 7 Watts Water Technologies shares in Q1 2026, an estimated $2.13K.
  • Watts Water Technologies made up 0.02% of Richardson Financial Services's portfolio in Q1 2026, its #379 holding.
  • Richardson Financial Services first reported a position in Watts Water Technologies in Q1 2025 and has held it in 5 quarters since.
  • 516 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.