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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
Q3 		$102K Buy
231
+30
+15% +$12K ﹤0.01% 337
2026
Q2 		$75.4K Hold
201
– – ﹤0.01% 371
2026
Q1 		$59.9K Buy
+201
New +$68.8K ﹤0.01% 408

Other funds holding WAT

SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SGH
Sivik Global Healthcare Greenwich, Connecticut $175M AUM 28.78% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

Beacon Investment Advisory Services's WAT Position: Q3 2026 in Review

Beacon Investment Advisory Services increased its Waters Corp (WAT) stake by 15% in Q3 2026, buying an estimated $12K and bringing the position to 231 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Beacon Investment Advisory Services first reported a position in WAT in Q1 2026 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold WAT as of Q3 2026.

  • Beacon Investment Advisory Services held 231 shares of Waters Corp worth $102K as of Q3 2026.
  • Beacon Investment Advisory Services bought 30 Waters Corp shares in Q3 2026, an estimated $12K.
  • Waters Corp made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #337 holding.
  • Beacon Investment Advisory Services first reported a position in Waters Corp in Q1 2026 and has held it in 3 quarters since.
  • 82 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.