BIA
WAT icon

Bell Investment Advisors’s Waters Corp WAT Stock Holding History

Bell Investment Advisors’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 		$11.6K Sell
31
-1
-3% -$341 ﹤0.01% 661
2026
Q1 		$9.53K Buy
32
+15
+88% +$5.13K ﹤0.01% 698
2025
Q4 		$6.46K Hold
17
– – ﹤0.01% 884
2025
Q3 		$5.1K Hold
17
– – ﹤0.01% 931
2025
Q2 		$5.93K Hold
17
– – ﹤0.01% 907
2025
Q1 		$6.27K Buy
17
+2
+13% +$774 ﹤0.01% 811
2024
Q4 		$5.57K Hold
15
– – ﹤0.01% 881
2024
Q3 		$5.4K Hold
15
– – ﹤0.01% 891
2024
Q2 		$4.35K Hold
15
– – ﹤0.01% 993
2024
Q1 		$5.16K Hold
15
– – ﹤0.01% 896
2023
Q4 		$4.94K Sell
15
-13
-46% -$3.59K ﹤0.01% 892
2023
Q3 		$7.68K Sell
28
-2
-7% -$553 ﹤0.01% 608
2023
Q2 		$8K Sell
30
-4
-12% -$1.11K ﹤0.01% 599
2023
Q1 		$10.5K Hold
34
– – ﹤0.01% 465
2022
Q4 		$11.6K Buy
34
+1
+3% +$316 ﹤0.01% 434
2022
Q3 		$9K Sell
33
-2
-6% -$638 ﹤0.01% 457
2022
Q2 		$12K Buy
+35
New +$11.1K ﹤0.01% 386
2021
Q4 		$12K Sell
31
-21
-40% -$7.34K ﹤0.01% 450
2021
Q3 		$19K Buy
+52
New +$20.4K 0.01% 299

Other funds holding WAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bell Investment Advisors's WAT Position: Q2 2026 in Review

Bell Investment Advisors reduced its Waters Corp (WAT) stake by 3.1% in Q2 2026, selling an estimated $341 and leaving 31 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Bell Investment Advisors first reported a position in WAT in Q3 2021 and has held it in 19 quarters since. The position peaked at $19K in Q3 2021. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Bell Investment Advisors held 31 shares of Waters Corp worth $11.6K as of Q2 2026.
  • Bell Investment Advisors sold 1 Waters Corp share in Q2 2026, an estimated $341.
  • Waters Corp made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #661 holding.
  • Bell Investment Advisors first reported a position in Waters Corp in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Waters Corp position peaked at $19K in Q3 2021.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.