Superior Planning, LLC’s Waters Corp WAT Stock Holding History

Superior Planning, LLC’s Portfolio WAT Stock Details WAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$64.2K	Buy	+146	New	+$58.5K	0.03%	309

Other funds holding WAT

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Superior Planning, LLC's WAT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Waters Corp (WAT) in Q3 2026: 146 shares worth $64.2K. The stake represents 0.03% of the portfolio and ranks #309 among its holdings.

867 funds tracked by Wall St. Rank hold WAT as of Q3 2026.

Superior Planning, LLC held 146 shares of Waters Corp worth $64.2K as of Q3 2026.
Waters Corp was a new Superior Planning, LLC position in Q3 2026.
Waters Corp made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #309 holding.
867 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.