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CBIZ Investment Advisory Services’s Waters Corp WAT Stock Holding History

CBIZ Investment Advisory Services’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
-2
Closed -$760 – 735
2025
Q4 		$760 Sell
2
-2
-50% -$736 ﹤0.01% 724
2025
Q3 		$1.2K Sell
4
-1
-20% -$302 ﹤0.01% 607
2025
Q2 		$1.75K Hold
5
– – ﹤0.01% 557
2025
Q1 		$1.84K Hold
5
– – ﹤0.01% 485
2024
Q4 		$1.85K Buy
+5
New +$1.83K ﹤0.01% 398

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
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

CBIZ Investment Advisory Services's WAT Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Waters Corp (WAT) in Q1 2026, closing a stake of 2 shares — an estimated $760 sold.

CBIZ Investment Advisory Services first reported a position in WAT in Q4 2024 and held it in 5 quarters. The position peaked at $1.85K in Q4 2024. 1,176 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Waters Corp position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 2 Waters Corp shares in Q1 2026, an estimated $760.
  • CBIZ Investment Advisory Services first reported a position in Waters Corp in Q4 2024 and held it in 5 quarters.
  • CBIZ Investment Advisory Services's Waters Corp position peaked at $1.85K in Q4 2024.
  • 1,176 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.