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Atwood & Palmer’s Waters Corp WAT Stock Holding History

Atwood & Palmer’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 		$1.08M Sell
2,464
-88
-3% -$35.3K 0.06% 94
2026
Q2 		$957K Sell
2,552
-255
-9% -$87K 0.05% 93
2026
Q1 		$836K Buy
+2,807
New +$960K 0.05% 99
2025
Q1 		– Sell
-20
Closed -$7.42K – 483
2024
Q4 		$7.42K Hold
20
– – ﹤0.01% 361
2024
Q3 		$7.2K Buy
+20
New +$6.51K ﹤0.01% 359

Other funds holding WAT

SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Atwood & Palmer's WAT Position: Q3 2026 in Review

Atwood & Palmer reduced its Waters Corp (WAT) stake by 3.4% in Q3 2026, selling an estimated $35.3K and leaving 2,464 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #94.

Atwood & Palmer first reported a position in WAT in Q3 2024 and has held it in 5 quarters since. 51 funds tracked by Wall St. Rank hold WAT as of Q3 2026.

  • Atwood & Palmer held 2,464 shares of Waters Corp worth $1.08M as of Q3 2026.
  • Atwood & Palmer sold 88 Waters Corp shares in Q3 2026, an estimated $35.3K.
  • Waters Corp made up 0.06% of Atwood & Palmer's portfolio in Q3 2026, its #94 holding.
  • Atwood & Palmer first reported a position in Waters Corp in Q3 2024 and has held it in 5 quarters since.
  • 51 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.