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Avity Investment Management’s Waters Corp WAT Stock Holding History

Avity Investment Management’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 		$1.17M Sell
2,658
-158
-6% -$63.3K 0.07% 70
2026
Q2 		$1.06M Sell
2,816
-8,625
-75% -$2.94M 0.07% 69
2026
Q1 		$3.41M Buy
+11,441
New +$3.91M 0.25% 48

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
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
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Avity Investment Management's WAT Position: Q3 2026 in Review

Avity Investment Management reduced its Waters Corp (WAT) stake by 5.6% in Q3 2026, selling an estimated $63.3K and leaving 2,658 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #70.

Avity Investment Management first reported a position in WAT in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.41M in Q1 2026. 72 funds tracked by Wall St. Rank hold WAT as of Q3 2026.

  • Avity Investment Management held 2,658 shares of Waters Corp worth $1.17M as of Q3 2026.
  • Avity Investment Management sold 158 Waters Corp shares in Q3 2026, an estimated $63.3K.
  • Waters Corp made up 0.07% of Avity Investment Management's portfolio in Q3 2026, its #70 holding.
  • Avity Investment Management first reported a position in Waters Corp in Q1 2026 and has held it in 3 quarters since.
  • Avity Investment Management's Waters Corp position peaked at $3.41M in Q1 2026.
  • 72 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on Avity Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.