AWE
WAT icon

Avidian Wealth Enterprises’s Waters Corp WAT Stock Holding History

Avidian Wealth Enterprises’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 		$1.2M Buy
2,720
+84
+3% +$33.7K 0.03% 298
2026
Q2 		$989K Buy
2,636
+194
+8% +$66.2K 0.03% 322
2026
Q1 		$727K Buy
+2,442
New +$835K 0.02% 355

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
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SGH
Sivik Global Healthcare Greenwich, Connecticut $175M AUM 28.78% 1-Year Est. Return

Avidian Wealth Enterprises's WAT Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Waters Corp (WAT) stake by 3.2% in Q3 2026, buying an estimated $33.7K and bringing the position to 2,720 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #298.

Avidian Wealth Enterprises first reported a position in WAT in Q1 2026 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold WAT as of Q3 2026.

  • Avidian Wealth Enterprises held 2,720 shares of Waters Corp worth $1.2M as of Q3 2026.
  • Avidian Wealth Enterprises bought 84 Waters Corp shares in Q3 2026, an estimated $33.7K.
  • Waters Corp made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #298 holding.
  • Avidian Wealth Enterprises first reported a position in Waters Corp in Q1 2026 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.