Balance Wealth’s Waters Corp WAT Stock Holding History

Balance Wealth’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	$5.07K	Buy	+12	New	+$4.81K	﹤0.01%	650

Other funds holding WAT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Balance Wealth's WAT Position: Q3 2026 in Review

Balance Wealth opened a new position in Waters Corp (WAT) in Q3 2026: 12 shares worth $5.07K. The stake represents ﹤0.01% of the portfolio and ranks #650 among its holdings.

1,034 funds tracked by Wall St. Rank hold WAT as of Q3 2026.

Balance Wealth held 12 shares of Waters Corp worth $5.07K as of Q3 2026.
Waters Corp was a new Balance Wealth position in Q3 2026.
Waters Corp made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #650 holding.
1,034 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.