Cardinal Strategic Wealth Guidance’s Waters Corp WAT Stock Holding History

Cardinal Strategic Wealth Guidance’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 Q1	–	Sell	-623	Closed	-$237K	–	65
2025 Q4	$237K	Buy	+623	New	+$229K	0.06%	51
2025 Q3	–	Sell	-693	Closed	-$242K	–	64
2025 Q2	$242K	Hold	693	–	–	0.07%	49
2025 Q1	$255K	Hold	693	–	–	0.08%	46
2024 Q4	$257K	Hold	693	–	–	0.08%	57
2024 Q3	$249K	Hold	693	–	–	0.08%	48
2024 Q2	$201K	Hold	693	–	–	0.07%	50
2024 Q1	$239K	Hold	693	–	–	0.09%	49
2023 Q4	$228K	Sell	693 -160	-19%	-$44.2K	0.09%	59
2023 Q3	$234K	Buy	+853	New	+$236K	0.11%	56
2023 Q2	–	Sell	-693	Closed	-$215K	–	87
2023 Q1	$215K	Hold	693	–	–	0.1%	61
2022 Q4	$237K	Buy	+693	New	+$219K	0.11%	62
2022 Q3	–	Sell	-750	Closed	-$248K	–	97
2022 Q2	$248K	Hold	750	–	–	0.13%	58
2022 Q1	$233K	Hold	750	–	–	0.11%	65
2021 Q4	$279K	Hold	750	–	–	0.13%	61
2021 Q3	$268K	Hold	750	–	–	0.14%	62
2021 Q2	$259K	Hold	750	–	–	0.14%	61
2021 Q1	$213K	Buy	+750	New	+$205K	0.12%	62

Other funds holding WAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's WAT Position: Q1 2026 in Review

Cardinal Strategic Wealth Guidance sold out of Waters Corp (WAT) in Q1 2026, closing a stake of 623 shares — an estimated $237K sold.

Cardinal Strategic Wealth Guidance first reported a position in WAT in Q1 2021 and held it in 17 quarters. The position peaked at $279K in Q4 2021. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

Cardinal Strategic Wealth Guidance reported no remaining Waters Corp position as of Q1 2026 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 623 Waters Corp shares in Q1 2026, an estimated $237K.
Cardinal Strategic Wealth Guidance first reported a position in Waters Corp in Q1 2021 and held it in 17 quarters.
Cardinal Strategic Wealth Guidance's Waters Corp position peaked at $279K in Q4 2021.
1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2026, filed 20 Apr 2026.