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Apollon Wealth Management’s Waters Corp WAT Stock Holding History

Apollon 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
Q2 		$4.38M Buy
11,672
+7,607
+187% +$2.59M 0.05% 288
2026
Q1 		$1.21M Buy
4,065
+453
+13% +$155K 0.02% 532
2025
Q4 		$1.37M Buy
3,612
+347
+11% +$128K 0.02% 470
2025
Q3 		$979K Sell
3,265
-490
-13% -$148K 0.02% 572
2025
Q2 		$1.31M Buy
3,755
+352
+10% +$121K 0.03% 473
2025
Q1 		$1.25M Sell
3,403
-112
-3% -$43.4K 0.03% 445
2024
Q4 		$1.3M Buy
3,515
+257
+8% +$94K 0.03% 430
2024
Q3 		$1.17M Buy
3,258
+109
+3% +$35.5K 0.03% 436
2024
Q2 		$914K Buy
3,149
+4
+0.1% +$1.28K 0.03% 504
2024
Q1 		$1.08M Buy
3,145
+225
+8% +$74K 0.03% 446
2023
Q4 		$961K Buy
+2,920
New +$806K 0.03% 467

Other funds holding WAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Apollon Wealth Management's WAT Position: Q2 2026 in Review

Apollon Wealth Management increased its Waters Corp (WAT) stake by 187% in Q2 2026, buying an estimated $2.59M and bringing the position to 11,672 shares worth $4.38M. The position accounts for 0.05% of the portfolio, ranked #288.

Apollon Wealth Management first reported a position in WAT in Q4 2023 and has held it in 11 quarters since. 1,179 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Apollon Wealth Management held 11,672 shares of Waters Corp worth $4.38M as of Q2 2026.
  • Apollon Wealth Management bought 7,607 Waters Corp shares in Q2 2026, an estimated $2.59M.
  • Waters Corp made up 0.05% of Apollon Wealth Management's portfolio in Q2 2026, its #288 holding.
  • Apollon Wealth Management first reported a position in Waters Corp in Q4 2023 and has held it in 11 quarters since.
  • 1,179 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.