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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
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

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Atwood & Palmer's WAT Position: Q2 2026 in Review

Atwood & Palmer reduced its Waters Corp (WAT) stake by 9.1% in Q2 2026, selling an estimated $87K and leaving 2,552 shares worth $957K. The position accounts for 0.05% of the portfolio, ranked #93.

Atwood & Palmer first reported a position in WAT in Q3 2024 and has held it in 4 quarters since. 643 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Atwood & Palmer held 2,552 shares of Waters Corp worth $957K as of Q2 2026.
  • Atwood & Palmer sold 255 Waters Corp shares in Q2 2026, an estimated $87K.
  • Waters Corp made up 0.05% of Atwood & Palmer's portfolio in Q2 2026, its #93 holding.
  • Atwood & Palmer first reported a position in Waters Corp in Q3 2024 and has held it in 4 quarters since.
  • 643 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.