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BOK Financial Private Wealth’s Waters Corp WAT Stock Holding History

BOK Financial Private Wealth’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 		$124K Buy
330
+9
+3% +$3.07K 0.01% 213
2026
Q1 		$95.6K Buy
+321
New +$110K 0.01% 219
2025
Q1 		– Sell
-1
Closed -$371 – 671
2024
Q4 		$371 Buy
+1
New +$366 ﹤0.01% 608

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

BOK Financial Private Wealth's WAT Position: Q2 2026 in Review

BOK Financial Private Wealth increased its Waters Corp (WAT) stake by 2.8% in Q2 2026, buying an estimated $3.07K and bringing the position to 330 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #213.

BOK Financial Private Wealth first reported a position in WAT in Q4 2024 and has held it in 3 quarters since. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • BOK Financial Private Wealth held 330 shares of Waters Corp worth $124K as of Q2 2026.
  • BOK Financial Private Wealth bought 9 Waters Corp shares in Q2 2026, an estimated $3.07K.
  • Waters Corp made up 0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #213 holding.
  • BOK Financial Private Wealth first reported a position in Waters Corp in Q4 2024 and has held it in 3 quarters since.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.