Barlow Wealth Partners
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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
Q3 		$256K Hold
586
– – 0.03% 129
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

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Barlow Wealth Partners's WAT Position: Q3 2026 in Review

Barlow Wealth Partners held its Waters Corp (WAT) position steady in Q3 2026 at 586 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #129.

Barlow Wealth Partners first reported a position in WAT in Q4 2023 and has held it in 9 quarters since. The position peaked at $278K in Q4 2024. 543 funds tracked by Wall St. Rank hold WAT as of Q3 2026.

  • Barlow Wealth Partners held 586 shares of Waters Corp worth $256K as of Q3 2026.
  • Barlow Wealth Partners left its Waters Corp share count unchanged in Q3 2026.
  • Waters Corp made up 0.03% of Barlow Wealth Partners's portfolio in Q3 2026, its #129 holding.
  • Barlow Wealth Partners first reported a position in Waters Corp in Q4 2023 and has held it in 9 quarters since.
  • Barlow Wealth Partners's Waters Corp position peaked at $278K in Q4 2024.
  • 543 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.