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Bragg Financial Advisors’s Waters Corp WAT Stock Holding History

Bragg Financial 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 		$444K Sell
1,185
-362
-23% -$123K 0.01% 301
2026
Q1 		$461K Buy
+1,547
New +$529K 0.01% 284

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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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

Bragg Financial Advisors's WAT Position: Q2 2026 in Review

Bragg Financial Advisors reduced its Waters Corp (WAT) stake by 23% in Q2 2026, selling an estimated $123K and leaving 1,185 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #301.

Bragg Financial Advisors first reported a position in WAT in Q1 2026 and has held it in 2 quarters since. The position peaked at $461K in Q1 2026. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Bragg Financial Advisors held 1,185 shares of Waters Corp worth $444K as of Q2 2026.
  • Bragg Financial Advisors sold 362 Waters Corp shares in Q2 2026, an estimated $123K.
  • Waters Corp made up 0.01% of Bragg Financial Advisors's portfolio in Q2 2026, its #301 holding.
  • Bragg Financial Advisors first reported a position in Waters Corp in Q1 2026 and has held it in 2 quarters since.
  • Bragg Financial Advisors's Waters Corp position peaked at $461K in Q1 2026.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.