Action Point Financial Planning’s Waters Corp WAT Stock Holding History

Action Point Financial Planning’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	$15K	Buy	+41	New	+$14K	﹤0.01%	1263

Other funds holding WAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Action Point Financial Planning's WAT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Waters Corp (WAT) in Q2 2026: 41 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #1263 among its holdings.

1,173 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

Action Point Financial Planning held 41 shares of Waters Corp worth $15K as of Q2 2026.
Waters Corp was a new Action Point Financial Planning position in Q2 2026.
Waters Corp made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1263 holding.
1,173 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.