Advisory Advocates’s Waters Corp WAT Stock Holding History

Advisory Advocates’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 Q1	–	Sell	-546	Closed	-$207K	–	180
2025 Q4	$207K	Buy	+546	New	+$201K	0.21%	150

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

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

Advisory Advocates's WAT Position: Q1 2026 in Review

Advisory Advocates sold out of Waters Corp (WAT) in Q1 2026, closing a stake of 546 shares — an estimated $207K sold.

Advisory Advocates first reported a position in WAT in Q4 2025 and held it in 1 quarter. The position peaked at $207K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

Advisory Advocates reported no remaining Waters Corp position as of Q1 2026 after selling out during the quarter.
Advisory Advocates sold 546 Waters Corp shares in Q1 2026, an estimated $207K.
Advisory Advocates first reported a position in Waters Corp in Q4 2025 and held it in 1 quarter.
Advisory Advocates's Waters Corp position peaked at $207K in Q4 2025.
1,174 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Advisory Advocates's 13F filing for Q1 2026, filed 5 May 2026.