Barlow Wealth Partners’s Waters Corp WAT Stock Holding History

Barlow Wealth Partners’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	$216K	Buy	+586	New	+$200K	0.02%	139
2025 Q3	–	Sell	-600	Closed	-$211K	–	144
2025 Q2	$211K	Sell	600 -100	-14%	-$34.4K	0.03%	131
2025 Q1	$237K	Hold	700	–	–	0.03%	121
2024 Q4	$278K	Hold	700	–	–	0.04%	112
2024 Q3	$245K	Hold	700	–	–	0.03%	139
2024 Q2	$214K	Hold	700	–	–	0.03%	146
2024 Q1	$226K	Hold	700	–	–	0.03%	143
2023 Q4	$230K	Buy	+700	New	+$193K	0.03%	135

Other funds holding WAT

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

III

Independent Investors Inc Nesconset, New York $524M AUM 29.67% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Barlow Wealth Partners's WAT Position: Q2 2026 in Review

Barlow Wealth Partners opened a new position in Waters Corp (WAT) in Q2 2026: 586 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #139 among its holdings. This is a return to the name: Barlow Wealth Partners previously reported a position in WAT as recently as Q2 2025.

Barlow Wealth Partners first reported a position in WAT in Q4 2023 and has held it in 8 quarters since. The position peaked at $278K in Q4 2024. 163 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

Barlow Wealth Partners held 586 shares of Waters Corp worth $216K as of Q2 2026.
Waters Corp was a new Barlow Wealth Partners position in Q2 2026.
Waters Corp made up 0.02% of Barlow Wealth Partners's portfolio in Q2 2026, its #139 holding.
Barlow Wealth Partners first reported a position in Waters Corp in Q4 2023 and has held it in 8 quarters since.
Barlow Wealth Partners's Waters Corp position peaked at $278K in Q4 2024.
163 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.