Axxcess Wealth Management
WAT icon

Axxcess Wealth Management’s Waters Corp WAT Stock Holding History

Axxcess Wealth 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 		$312K Buy
711
+153
+27% +$61.3K 0.01% 732
2026
Q2 		$209K Buy
+558
New +$190K ﹤0.01% 988
2022
Q3 		– Sell
-913
Closed -$302K – 617
2022
Q2 		$302K Buy
+913
New +$290K 0.03% 396

Other funds holding WAT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Veritas Asset Management
Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Axxcess Wealth Management's WAT Position: Q3 2026 in Review

Axxcess Wealth Management increased its Waters Corp (WAT) stake by 27% in Q3 2026, buying an estimated $61.3K and bringing the position to 711 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #732.

Axxcess Wealth Management first reported a position in WAT in Q2 2022 and has held it in 3 quarters since. 841 funds tracked by Wall St. Rank hold WAT as of Q3 2026.

  • Axxcess Wealth Management held 711 shares of Waters Corp worth $312K as of Q3 2026.
  • Axxcess Wealth Management bought 153 Waters Corp shares in Q3 2026, an estimated $61.3K.
  • Waters Corp made up 0.01% of Axxcess Wealth Management's portfolio in Q3 2026, its #732 holding.
  • Axxcess Wealth Management first reported a position in Waters Corp in Q2 2022 and has held it in 3 quarters since.
  • 841 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.