Avantax Advisory Services’s Waters Corp WAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$719K Buy
2,060
+745
+57% +$256K ﹤0.01% 1364
2025
Q1
$485K Buy
1,315
+201
+18% +$77.8K ﹤0.01% 1524
2024
Q4
$413K Buy
1,114
+121
+12% +$44.3K ﹤0.01% 1568
2024
Q3
$357K Buy
993
+239
+32% +$77.8K ﹤0.01% 1633
2024
Q2
$219K Buy
+754
New +$241K ﹤0.01% 1902

Other funds holding WAT

Avantax Advisory Services's WAT Position: Q2 2025 in Review

Avantax Advisory Services increased its Waters Corp (WAT) stake by 57% in Q2 2025, buying an estimated $256K and bringing the position to 2,060 shares worth $719K. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

Avantax Advisory Services first reported a position in WAT in Q2 2024 and has held it in 5 quarters since. 770 funds tracked by Wall St. Rank hold WAT as of Q2 2025.

  • Avantax Advisory Services held 2,060 shares of Waters Corp worth $719K as of Q2 2025.
  • Avantax Advisory Services bought 745 Waters Corp shares in Q2 2025, an estimated $256K.
  • Waters Corp made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1364 holding.
  • Avantax Advisory Services first reported a position in Waters Corp in Q2 2024 and has held it in 5 quarters since.
  • 770 funds tracked by Wall St. Rank held Waters Corp as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.