Advisor OS
WAT icon

Advisor OS’s Waters Corp WAT Stock Holding History

Advisor OS’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 		$246K Buy
+559
New +$224K 0.02% 496

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

Advisor OS's WAT Position: Q3 2026 in Review

Advisor OS opened a new position in Waters Corp (WAT) in Q3 2026: 559 shares worth $246K. The stake represents 0.02% of the portfolio and ranks #496 among its holdings.

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

  • Advisor OS held 559 shares of Waters Corp worth $246K as of Q3 2026.
  • Waters Corp was a new Advisor OS position in Q3 2026.
  • Waters Corp made up 0.02% of Advisor OS's portfolio in Q3 2026, its #496 holding.
  • 638 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on Advisor OS's 13F filing for Q3 2026, filed 3 Nov 2026.