Richardson Financial Services
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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
Q3 		$43.2K Buy
122
+13
+12% +$4.68K 0.02% 336
2026
Q2 		$42.7K Buy
109
+11
+11% +$3.43K 0.02% 335
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 		$9.5K Hold
38
– – 0.01% 412
2025
Q1 		$7.75K Buy
+38
New +$7.97K 0.01% 420

Other funds holding WTS

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Richardson Financial Services's WTS Position: Q3 2026 in Review

Richardson Financial Services increased its Watts Water Technologies (WTS) stake by 12% in Q3 2026, buying an estimated $4.68K and bringing the position to 122 shares worth $43.2K. The position accounts for 0.02% of the portfolio, ranked #336.

Richardson Financial Services first reported a position in WTS in Q1 2025 and has held it in 7 quarters since. 338 funds tracked by Wall St. Rank hold WTS as of Q3 2026.

  • Richardson Financial Services held 122 shares of Watts Water Technologies worth $43.2K as of Q3 2026.
  • Richardson Financial Services bought 13 Watts Water Technologies shares in Q3 2026, an estimated $4.68K.
  • Watts Water Technologies made up 0.02% of Richardson Financial Services's portfolio in Q3 2026, its #336 holding.
  • Richardson Financial Services first reported a position in Watts Water Technologies in Q1 2025 and has held it in 7 quarters since.
  • 338 funds tracked by Wall St. Rank held Watts Water Technologies as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.