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Atomi Financial Group’s Waters Corp WAT Stock Holding History

Atomi Financial 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
Q1 		$314K Sell
1,055
-483
-31% -$165K 0.01% 924
2025
Q4 		$584K Buy
1,538
+47
+3% +$17.3K 0.02% 620
2025
Q3 		$447K Sell
1,491
-94
-6% -$28.4K 0.01% 687
2025
Q2 		$553K Buy
1,585
+83
+6% +$28.5K 0.02% 547
2025
Q1 		$554K Buy
1,502
+172
+13% +$66.6K 0.03% 492
2024
Q4 		$494K Buy
1,330
+384
+41% +$140K 0.02% 488
2024
Q3 		$341K Buy
+946
New +$308K 0.02% 612

Other funds holding WAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atomi Financial Group's WAT Position: Q1 2026 in Review

Atomi Financial Group reduced its Waters Corp (WAT) stake by 31% in Q1 2026, selling an estimated $165K and leaving 1,055 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #924.

Atomi Financial Group first reported a position in WAT in Q3 2024 and has held it in 7 quarters since. The position peaked at $584K in Q4 2025. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Atomi Financial Group held 1,055 shares of Waters Corp worth $314K as of Q1 2026.
  • Atomi Financial Group sold 483 Waters Corp shares in Q1 2026, an estimated $165K.
  • Waters Corp made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #924 holding.
  • Atomi Financial Group first reported a position in Waters Corp in Q3 2024 and has held it in 7 quarters since.
  • Atomi Financial Group's Waters Corp position peaked at $584K in Q4 2025.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.