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Beacon Investment Advisory Services’s Waters Corp WAT Stock Holding History

Beacon Investment Advisory Services’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 		$75.4K Hold
201
– – ﹤0.01% 371
2026
Q1 		$59.9K Buy
+201
New +$68.8K ﹤0.01% 408

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Invesco
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Fundsmith LLP
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Beacon Investment Advisory Services's WAT Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Waters Corp (WAT) position steady in Q2 2026 at 201 shares worth $75.4K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Beacon Investment Advisory Services first reported a position in WAT in Q1 2026 and has held it in 2 quarters since. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Beacon Investment Advisory Services held 201 shares of Waters Corp worth $75.4K as of Q2 2026.
  • Beacon Investment Advisory Services left its Waters Corp share count unchanged in Q2 2026.
  • Waters Corp made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #371 holding.
  • Beacon Investment Advisory Services first reported a position in Waters Corp in Q1 2026 and has held it in 2 quarters since.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.