HALL LAURIE J TRUSTEE WTS WATTS WATER TECHNOLOGIES

Ownership history in HALL LAURIE J TRUSTEE  ·  5 quarters on record

AI Ownership Summary

HALL LAURIE J TRUSTEE reported WATTS WATER TECHNOLOGIES (WTS) in 5 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.09% in 2026 Q2. The latest visible filing shows WTS at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WTS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HALL LAURIE J TRUSTEE's position in WATTS WATER TECHNOLOGIES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

WTS was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HALL LAURIE J TRUSTEE held WTS — position size vs. price
% of Fund (quarterly)    WTS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 740 0% 0.09% $290K 2026-07-09 $348.00
2026 Q1 UNCHANGED 740 0% 0.08% $215K 2026-04-06 $287.36
2025 Q4 ADDED 740 +200 +37.0% 0.07% $204K 2026-01-20 $288.27
2024 Q4 UNCHANGED 540 0% 0.04% $110 2025-01-16 $204.96
2024 Q3 INITIATED 540 0.04% $112 2024-10-08 $200.88

FAQ About HALL LAURIE J TRUSTEE and WTS

These are the practical questions this page is built to answer before you even open the full history table.

How long has HALL LAURIE J TRUSTEE reported owning WTS?

HALL LAURIE J TRUSTEE reported WTS across 5 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported WTS position in HALL LAURIE J TRUSTEE's portfolio?

The largest reported portfolio weight for WTS was 0.09% in 2026 Q2.

What is the latest reported WTS position on this page?

The most recent filing on this page is 2026 Q2, when HALL LAURIE J TRUSTEE reported 740 shares, equal to 0.09% of portfolio, with an estimated market value of $290K.

What does the chart on this WTS ownership page compare?

The chart compares HALL LAURIE J TRUSTEE's quarterly WTS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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