Bedel Financial Consulting’s Waters Corp WAT Stock Holding History

Bedel Financial Consulting’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	$235K	Buy	+626	New	+$214K	0.02%	281
2026 Q1	–	Sell	-600	Closed	-$228K	–	308
2025 Q4	$228K	Buy	+600	New	+$221K	0.02%	260
2025 Q3	–	Sell	-600	Closed	-$209K	–	292
2025 Q2	$209K	Hold	600	–	–	0.03%	264
2025 Q1	$203K	Hold	600	–	–	0.03%	252
2024 Q4	$248K	Hold	600	–	–	0.03%	226
2024 Q3	$216K	Buy	+600	New	+$195K	0.03%	246
2024 Q2	–	Sell	-600	Closed	-$207K	–	260
2024 Q1	$207K	Buy	+600	New	+$197K	0.03%	241
2023 Q1	–	Sell	-600	Closed	-$206K	–	237
2022 Q4	$206K	Buy	+600	New	+$190K	0.05%	213
2022 Q2	–	Sell	-600	Closed	-$186K	–	910
2022 Q1	$186K	Hold	600	–	–	0.06%	191
2021 Q4	$224K	Hold	600	–	–	0.07%	179
2021 Q3	$214K	Hold	600	–	–	0.07%	179
2021 Q2	$207K	Hold	600	–	–	0.07%	177
2021 Q1	$171K	Buy	+600	New	+$164K	0.07%	187
2020 Q2	–	Sell	-1	Closed	–	–	929
2020 Q1	$0	Buy	+1	New	+$211	﹤0.01%	920

Other funds holding WAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bedel Financial Consulting's WAT Position: Q2 2026 in Review

Bedel Financial Consulting opened a new position in Waters Corp (WAT) in Q2 2026: 626 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #281 among its holdings. This is a return to the name: Bedel Financial Consulting previously reported a position in WAT as recently as Q4 2025.

Bedel Financial Consulting first reported a position in WAT in Q1 2020 and has held it in 14 quarters since. The position peaked at $248K in Q4 2024. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

Bedel Financial Consulting held 626 shares of Waters Corp worth $235K as of Q2 2026.
Waters Corp was a new Bedel Financial Consulting position in Q2 2026.
Waters Corp made up 0.02% of Bedel Financial Consulting's portfolio in Q2 2026, its #281 holding.
Bedel Financial Consulting first reported a position in Waters Corp in Q1 2020 and has held it in 14 quarters since.
Bedel Financial Consulting's Waters Corp position peaked at $248K in Q4 2024.
1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.