Rothwell Investment Advisors, LLC’s Waters Corp WAT Stock Holding History

Rothwell Investment Advisors, 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	$33K	Buy	+75	New	+$30K	0.02%	513

Other funds holding WAT

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

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

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

Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rothwell Investment Advisors, LLC's WAT Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Waters Corp (WAT) in Q3 2026: 75 shares worth $33K. The stake represents 0.02% of the portfolio and ranks #513 among its holdings.

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

Rothwell Investment Advisors, LLC held 75 shares of Waters Corp worth $33K as of Q3 2026.
Waters Corp was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Waters Corp made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #513 holding.
755 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.