ARS Wealth Advisors Group
WAT icon

ARS Wealth Advisors Group’s Waters Corp WAT Stock Holding History

ARS Wealth Advisors Group’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 		$640K Sell
1,457
-280
-16% -$112K 0.05% 121
2026
Q2 		$651K Sell
1,737
-972
-36% -$332K 0.05% 124
2026
Q1 		$807K Buy
+2,709
New +$927K 0.07% 97

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

ARS Wealth Advisors Group's WAT Position: Q3 2026 in Review

ARS Wealth Advisors Group reduced its Waters Corp (WAT) stake by 16% in Q3 2026, selling an estimated $112K and leaving 1,457 shares worth $640K. The position accounts for 0.05% of the portfolio, ranked #121.

ARS Wealth Advisors Group first reported a position in WAT in Q1 2026 and has held it in 3 quarters since. The position peaked at $807K in Q1 2026. 630 funds tracked by Wall St. Rank hold WAT as of Q3 2026.

  • ARS Wealth Advisors Group held 1,457 shares of Waters Corp worth $640K as of Q3 2026.
  • ARS Wealth Advisors Group sold 280 Waters Corp shares in Q3 2026, an estimated $112K.
  • Waters Corp made up 0.05% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #121 holding.
  • ARS Wealth Advisors Group first reported a position in Waters Corp in Q1 2026 and has held it in 3 quarters since.
  • ARS Wealth Advisors Group's Waters Corp position peaked at $807K in Q1 2026.
  • 630 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.