Carson Wealth (CWM LLC)
WAT icon

Carson Wealth (CWM LLC)’s Waters Corp WAT Stock Holding History

Carson Wealth (CWM LLC)’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 		$2.21M Buy
7,433
+2,959
+66% +$1.01M 0.01% 1160
2025
Q4 		$1.7M Buy
4,474
+52
+1% +$19.1K ﹤0.01% 1218
2025
Q3 		$1.33M Buy
4,422
+1,837
+71% +$554K ﹤0.01% 1262
2025
Q2 		$902K Buy
2,585
+554
+27% +$190K ﹤0.01% 1296
2025
Q1 		$749K Buy
2,031
+609
+43% +$236K ﹤0.01% 1295
2024
Q4 		$528K Buy
1,422
+241
+20% +$88.2K ﹤0.01% 1354
2024
Q3 		$425K Buy
1,181
+99
+9% +$32.2K ﹤0.01% 1391
2024
Q2 		$314K Buy
1,082
+87
+9% +$27.8K ﹤0.01% 1372
2024
Q1 		$343K Buy
995
+72
+8% +$23.7K ﹤0.01% 1275
2023
Q4 		$304K Sell
923
-118
-11% -$32.6K ﹤0.01% 1243
2023
Q3 		$286K Buy
1,041
+132
+15% +$36.5K ﹤0.01% 1172
2023
Q2 		$242K Buy
909
+537
+144% +$149K ﹤0.01% 1183
2023
Q1 		$115K Buy
372
+41
+12% +$13.3K ﹤0.01% 1429
2022
Q4 		$113K Buy
331
+158
+91% +$50K ﹤0.01% 1329
2022
Q3 		$47K Sell
173
-178
-51% -$56.8K ﹤0.01% 1692
2022
Q2 		$116K Sell
351
-166
-32% -$52.7K ﹤0.01% 1258
2022
Q1 		$160K Buy
517
+460
+807% +$150K ﹤0.01% 1135
2021
Q4 		$21K Buy
+57
New +$19.9K ﹤0.01% 1975
2021
Q2 		$1K Hold
3
– – ﹤0.01% 2867
2021
Q1 		$1K Hold
3
– – ﹤0.01% 2866
2020
Q4 		$1K Hold
3
– – ﹤0.01% 2866
2020
Q3 		$1K Hold
3
– – ﹤0.01% 2863
2020
Q2 		$1K Hold
3
– – ﹤0.01% 2863
2020
Q1 		$1K Hold
3
– – ﹤0.01% 2861
2019
Q4 		$1K Hold
3
– – ﹤0.01% 2861
2019
Q3 		$1K Hold
3
– – ﹤0.01% 2861
2019
Q2 		$1K Hold
3
– – ﹤0.01% 2861
2019
Q1 		$1K Buy
+3
New +$684 ﹤0.01% 2859

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WAT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Waters Corp (WAT) stake by 66% in Q1 2026, buying an estimated $1.01M and bringing the position to 7,433 shares worth $2.21M. The position accounts for 0.01% of the portfolio, ranked #1160.

Carson Wealth (CWM LLC) first reported a position in WAT in Q1 2019 and has held it in 28 quarters since. 1,174 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,433 shares of Waters Corp worth $2.21M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,959 Waters Corp shares in Q1 2026, an estimated $1.01M.
  • Waters Corp made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1160 holding.
  • Carson Wealth (CWM LLC) first reported a position in Waters Corp in Q1 2019 and has held it in 28 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.