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Aaron Wealth Advisors’s Waters Corp WAT Stock Holding History

Aaron Wealth Advisors’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 		$664K Sell
1,511
-223
-13% -$89.3K 0.03% 366
2026
Q2 		$650K Buy
1,734
+278
+19% +$94.8K 0.03% 351
2026
Q1 		$434K Buy
1,456
+13
+0.9% +$4.45K 0.02% 428
2025
Q4 		$548K Buy
+1,443
New +$531K 0.03% 412

Other funds holding WAT

SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SGH
Sivik Global Healthcare Greenwich, Connecticut $175M AUM 28.78% 1-Year Est. Return

Aaron Wealth Advisors's WAT Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its Waters Corp (WAT) stake by 13% in Q3 2026, selling an estimated $89.3K and leaving 1,511 shares worth $664K. The position accounts for 0.03% of the portfolio, ranked #366.

Aaron Wealth Advisors first reported a position in WAT in Q4 2025 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold WAT as of Q3 2026.

  • Aaron Wealth Advisors held 1,511 shares of Waters Corp worth $664K as of Q3 2026.
  • Aaron Wealth Advisors sold 223 Waters Corp shares in Q3 2026, an estimated $89.3K.
  • Waters Corp made up 0.03% of Aaron Wealth Advisors's portfolio in Q3 2026, its #366 holding.
  • Aaron Wealth Advisors first reported a position in Waters Corp in Q4 2025 and has held it in 4 quarters since.
  • 85 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.