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Aviso Financial’s Waters Corp WAT Stock Holding History

Aviso Financial’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 		$4.29M Buy
14,412
+2,308
+19% +$790K 0.15% 77
2025
Q4 		$4.6M Buy
12,104
+711
+6% +$262K 0.17% 66
2025
Q3 		$3.42M Buy
11,393
+4,174
+58% +$1.26M 0.14% 82
2025
Q2 		$2.52M Buy
7,219
+791
+12% +$272K 0.11% 91
2025
Q1 		$2.37M Buy
6,428
+977
+18% +$378K 0.12% 91
2024
Q4 		$2.02M Buy
5,451
+941
+21% +$344K 0.1% 94
2024
Q3 		$1.62M Buy
4,510
+1,115
+33% +$363K 0.08% 105
2024
Q2 		$985K Buy
+3,395
New +$1.08M 0.05% 136

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

Aviso Financial's WAT Position: Q1 2026 in Review

Aviso Financial increased its Waters Corp (WAT) stake by 19% in Q1 2026, buying an estimated $790K and bringing the position to 14,412 shares worth $4.29M. The position accounts for 0.15% of the portfolio, ranked #77.

Aviso Financial first reported a position in WAT in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.6M in Q4 2025. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Aviso Financial held 14,412 shares of Waters Corp worth $4.29M as of Q1 2026.
  • Aviso Financial bought 2,308 Waters Corp shares in Q1 2026, an estimated $790K.
  • Waters Corp made up 0.15% of Aviso Financial's portfolio in Q1 2026, its #77 holding.
  • Aviso Financial first reported a position in Waters Corp in Q2 2024 and has held it in 8 quarters since.
  • Aviso Financial's Waters Corp position peaked at $4.6M in Q4 2025.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

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