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 Q2	$234K	Buy	+623	New	+$213K	0.05%	53
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 $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

Cardinal Strategic Wealth Guidance's WAT Position: Q2 2026 in Review

Cardinal Strategic Wealth Guidance opened a new position in Waters Corp (WAT) in Q2 2026: 623 shares worth $234K. The stake represents 0.05% of the portfolio and ranks #53 among its holdings. This is a return to the name: Cardinal Strategic Wealth Guidance previously reported a position in WAT as recently as Q4 2025.

Cardinal Strategic Wealth Guidance first reported a position in WAT in Q1 2021 and has held it in 18 quarters since. The position peaked at $279K in Q4 2021. 1,183 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

Cardinal Strategic Wealth Guidance held 623 shares of Waters Corp worth $234K as of Q2 2026.
Waters Corp was a new Cardinal Strategic Wealth Guidance position in Q2 2026.
Waters Corp made up 0.05% of Cardinal Strategic Wealth Guidance's portfolio in Q2 2026, its #53 holding.
Cardinal Strategic Wealth Guidance first reported a position in Waters Corp in Q1 2021 and has held it in 18 quarters since.
Cardinal Strategic Wealth Guidance's Waters Corp position peaked at $279K in Q4 2021.
1,183 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2026, filed 30 Jul 2026.