BRWA
WAT icon

B. Riley Wealth Advisors’s Waters Corp WAT Stock Holding History

B. Riley Wealth Advisors’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
Q2 		$247K Sell
670
-68
-9% -$23.2K 0.01% 696
2026
Q1 		$217K Buy
738
+152
+26% +$52K 0.01% 692
2025
Q4 		$223K Buy
+586
New +$216K 0.01% 826
2025
Q3 		– Sell
-689
Closed -$240K – 1184
2025
Q2 		$240K Sell
689
-82
-11% -$28.2K 0.01% 803
2025
Q1 		$284K Buy
771
+170
+28% +$65.8K 0.01% 994
2024
Q4 		$223K Buy
+601
New +$220K 0.01% 993
2024
Q2 		– Sell
-1,712
Closed -$470K – 1616
2024
Q1 		$470K Buy
1,712
+389
+29% +$128K 0.01% 822
2023
Q4 		$436K Sell
1,323
-389
-23% -$107K 0.01% 886
2023
Q3 		$470K Buy
1,712
+672
+65% +$186K 0.01% 822
2023
Q2 		$277K Buy
1,040
+233
+29% +$64.8K 0.01% 1164
2023
Q1 		$250K Buy
807
+207
+35% +$67K 0.01% 1165
2022
Q4 		$206K Buy
+600
New +$190K 0.01% 1248
2022
Q3 		– Sell
-796
Closed -$264K – 1538
2022
Q2 		$264K Sell
796
-52
-6% -$16.5K 0.01% 935
2022
Q1 		$264K Buy
848
+98
+13% +$31.9K 0.01% 1074
2021
Q4 		$280K Sell
750
-25
-3% -$8.74K 0.01% 1113
2021
Q3 		$277K Buy
775
+4
+0.5% +$1.57K 0.01% 1085
2021
Q2 		$267K Buy
+771
New +$244K 0.01% 1089
2015
Q1 		– Sell
-13
Closed -$1K – 1970
2014
Q4 		$1K Buy
+13
New +$1.42K ﹤0.01% 3592
2014
Q3 		– Sell
-13
Closed -$1.36K – 1878
2014
Q2 		$1.36K Buy
+13
New +$1.37K ﹤0.01% 2272

Other funds holding WAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

B. Riley Wealth Advisors's WAT Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Waters Corp (WAT) stake by 9.2% in Q2 2026, selling an estimated $23.2K and leaving 670 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #696.

B. Riley Wealth Advisors first reported a position in WAT in Q2 2014 and has held it in 19 quarters since. The position peaked at $470K in Q1 2024. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • B. Riley Wealth Advisors held 670 shares of Waters Corp worth $247K as of Q2 2026.
  • B. Riley Wealth Advisors sold 68 Waters Corp shares in Q2 2026, an estimated $23.2K.
  • Waters Corp made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #696 holding.
  • B. Riley Wealth Advisors first reported a position in Waters Corp in Q2 2014 and has held it in 19 quarters since.
  • B. Riley Wealth Advisors's Waters Corp position peaked at $470K in Q1 2024.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.