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Abound Wealth Management’s Waters Corp WAT Stock Holding History

Abound Wealth Management’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
Q2 		$3.48K Sell
9
-13
-59% -$4.43K ﹤0.01% 659
2026
Q1 		$6.63K Buy
22
+14
+175% +$4.79K ﹤0.01% 660
2025
Q4 		$3.15K Hold
8
– – ﹤0.01% 775
2025
Q3 		$2.48K Hold
8
– – ﹤0.01% 777
2025
Q2 		$2.89K Hold
8
– – ﹤0.01% 686
2025
Q1 		$3.05K Sell
8
-3
-27% -$1.16K ﹤0.01% 635
2024
Q4 		$4.18K Buy
11
+3
+38% +$1.1K ﹤0.01% 565
2024
Q3 		$2.98K Hold
8
– – ﹤0.01% 645
2024
Q2 		$2.4K Hold
8
– – ﹤0.01% 628
2024
Q1 		$2.85K Buy
8
+1
+14% +$329 ﹤0.01% 625
2023
Q4 		$2.31K Hold
7
– – ﹤0.01% 639
2023
Q3 		$1.92K Sell
7
-1
-13% -$276 ﹤0.01% 623
2023
Q2 		$2.13K Buy
8
+1
+14% +$278 ﹤0.01% 636
2023
Q1 		$2.17K Hold
7
– – ﹤0.01% 580
2022
Q4 		$2.4K Buy
7
+4
+133% +$1.26K ﹤0.01% 511
2022
Q3 		$809 Buy
+3
New +$958 ﹤0.01% 626

Other funds holding WAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Abound Wealth Management's WAT Position: Q2 2026 in Review

Abound Wealth Management reduced its Waters Corp (WAT) stake by 59% in Q2 2026, selling an estimated $4.43K and leaving 9 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Abound Wealth Management first reported a position in WAT in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.63K in Q1 2026. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Abound Wealth Management held 9 shares of Waters Corp worth $3.48K as of Q2 2026.
  • Abound Wealth Management sold 13 Waters Corp shares in Q2 2026, an estimated $4.43K.
  • Waters Corp made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #659 holding.
  • Abound Wealth Management first reported a position in Waters Corp in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Waters Corp position peaked at $6.63K in Q1 2026.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.