Activest Wealth Management
WAT icon

Activest Wealth Management’s Waters Corp WAT Stock Holding History

Activest 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
Q3 		– Sell
-2
Closed -$750 – 1368
2026
Q2 		$750 Buy
+2
New +$682 ﹤0.01% 1004
2025
Q4 		– Sell
-3
Closed -$899 – 1314
2025
Q3 		$899 Buy
3
+1
+50% +$302 ﹤0.01% 885
2025
Q2 		$698 Sell
2
-3
-60% -$1.03K ﹤0.01% 819
2025
Q1 		$1.84K Buy
5
+4
+400% +$1.55K ﹤0.01% 670
2024
Q4 		$371 Buy
+1
New +$366 ﹤0.01% 566

Other funds holding WAT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Veritas Asset Management
Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Activest Wealth Management's WAT Position: Q3 2026 in Review

Activest Wealth Management sold out of Waters Corp (WAT) in Q3 2026, closing a stake of 2 shares — an estimated $750 sold.

Activest Wealth Management first reported a position in WAT in Q4 2024 and held it in 5 quarters. The position peaked at $1.84K in Q1 2025. 684 funds tracked by Wall St. Rank hold WAT as of Q3 2026.

  • Activest Wealth Management reported no remaining Waters Corp position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 2 Waters Corp shares in Q3 2026, an estimated $750.
  • Activest Wealth Management first reported a position in Waters Corp in Q4 2024 and held it in 5 quarters.
  • Activest Wealth Management's Waters Corp position peaked at $1.84K in Q1 2025.
  • 684 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.