Advisors Asset Management’s Waters Corp WAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.45M Buy
3,853
+878
+30% +$300K 0.02% 718
2026
Q1
$886K Sell
2,975
-243
-8% -$83.1K 0.01% 825
2025
Q4
$1.22M Buy
3,218
+972
+43% +$358K 0.02% 737
2025
Q3
$673K Sell
2,246
-737
-25% -$222K 0.01% 904
2025
Q2
$1.04M Buy
2,983
+220
+8% +$75.6K 0.02% 768
2025
Q1
$1.02M Buy
2,763
+158
+6% +$61.2K 0.02% 744
2024
Q4
$966K Sell
2,605
-1,029
-28% -$376K 0.02% 748
2024
Q3
$1.31M Buy
3,634
+13
+0.4% +$4.23K 0.02% 671
2024
Q2
$1.05M Sell
3,621
-1,849
-34% -$590K 0.02% 712
2024
Q1
$1.88M Buy
5,470
+533
+11% +$175K 0.04% 566
2023
Q4
$1.63M Sell
4,937
-1,943
-28% -$537K 0.03% 589
2023
Q3
$1.89M Buy
6,880
+99
+1% +$27.4K 0.04% 530
2023
Q2
$1.81M Sell
6,781
-1,524
-18% -$424K 0.04% 547
2023
Q1
$2.57M Buy
8,305
+109
+1% +$35.3K 0.05% 439
2022
Q4
$2.81M Sell
8,196
-2,068
-20% -$654K 0.06% 394
2022
Q3
$2.77M Buy
10,264
+102
+1% +$32.6K 0.05% 398
2022
Q2
$3.36M Buy
10,162
+2,016
+25% +$640K 0.06% 336
2022
Q1
$2.53M Buy
8,146
+1,358
+20% +$442K 0.04% 509
2021
Q4
$2.53M Buy
6,788
+242
+4% +$84.6K 0.04% 529
2021
Q3
$2.34M Sell
6,546
-123
-2% -$48.2K 0.04% 548
2021
Q2
$2.31M Buy
6,669
+216
+3% +$68.4K 0.03% 557
2021
Q1
$1.83M Buy
6,453
+471
+8% +$129K 0.03% 621
2020
Q4
$1.48M Buy
5,982
+1,169
+24% +$265K 0.02% 666
2020
Q3
$942K Sell
4,813
-224
-4% -$46.6K 0.02% 725
2020
Q2
$909K Sell
5,037
-60
-1% -$11.3K 0.02% 716
2020
Q1
$928K Sell
5,097
-1,684
-25% -$355K 0.02% 639
2019
Q4
$1.58M Sell
6,781
-315
-4% -$69.6K 0.03% 613
2019
Q3
$1.58M Sell
7,096
-1,097
-13% -$237K 0.03% 604
2019
Q2
$1.76M Sell
8,193
-253
-3% -$55.3K 0.03% 598
2019
Q1
$2.13M Sell
8,446
-887
-10% -$202K 0.04% 518
2018
Q4
$1.76M Sell
9,333
-1,895
-17% -$360K 0.04% 562
2018
Q3
$2.19M Sell
11,228
-3,183
-22% -$616K 0.04% 569
2018
Q2
$2.79M Sell
14,411
-1,886
-12% -$371K 0.05% 481
2018
Q1
$3.33M Buy
16,297
+72
+0.4% +$14.9K 0.06% 447
2017
Q4
$3.13M Buy
16,225
+660
+4% +$127K 0.05% 474
2017
Q3
$2.79M Sell
15,565
-2,020
-11% -$366K 0.05% 508
2017
Q2
$3.23M Sell
17,585
-469
-3% -$81.5K 0.05% 458
2017
Q1
$2.82M Sell
18,054
-8,111
-31% -$1.21M 0.05% 509
2016
Q4
$3.52M Sell
26,165
-38
-0.1% -$5.42K 0.06% 446
2016
Q3
$4.15M Buy
26,203
+2,276
+10% +$352K 0.07% 408
2016
Q2
$3.37M Sell
23,927
-524
-2% -$70.9K 0.05% 483
2016
Q1
$3.23M Sell
24,451
-5,344
-18% -$667K 0.05% 498
2015
Q4
$4.01M Buy
29,795
+193
+0.7% +$24.8K 0.06% 439
2015
Q3
$3.5M Buy
29,602
+3,282
+12% +$415K 0.06% 464
2015
Q2
$3.38M Buy
26,320
+4,825
+22% +$626K 0.05% 506
2015
Q1
$2.67M Buy
21,495
+22
+0.1% +$2.62K 0.04% 567
2014
Q4
$2.42M Sell
21,473
-2,367
-10% -$259K 0.03% 576
2014
Q3
$2.36M Sell
23,840
-6,962
-23% -$718K 0.03% 556
2014
Q2
$3.22M Sell
30,802
-15
-0% -$1.58K 0.04% 456
2014
Q1
$3.34M Buy
30,817
+9,939
+48% +$1.08M 0.05% 416
2013
Q4
$2.09M Buy
20,878
+1,630
+8% +$164K 0.03% 495
2013
Q3
$2.04M Buy
19,248
+767
+4% +$78.7K 0.04% 480
2013
Q2
$1.85M Buy
+18,481
New +$1.77M 0.03% 479

Other funds holding WAT

Advisors Asset Management's WAT Position: Q2 2026 in Review

Advisors Asset Management increased its Waters Corp (WAT) stake by 30% in Q2 2026, buying an estimated $300K and bringing the position to 3,853 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #718.

Advisors Asset Management first reported a position in WAT in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.15M in Q3 2016. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Advisors Asset Management held 3,853 shares of Waters Corp worth $1.45M as of Q2 2026.
  • Advisors Asset Management bought 878 Waters Corp shares in Q2 2026, an estimated $300K.
  • Waters Corp made up 0.02% of Advisors Asset Management's portfolio in Q2 2026, its #718 holding.
  • Advisors Asset Management first reported a position in Waters Corp in Q2 2013 and has held it in 53 quarters since.
  • Advisors Asset Management's Waters Corp position peaked at $4.15M in Q3 2016.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.