CGC Financial Services’s Waters Corp WAT Stock Holding History

CGC Financial 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 Q3	$7.91K	Hold	18	–	–	﹤0.01%	232
2026 Q2	$6.75K	Hold	18	–	–	﹤0.01%	244
2026 Q1	$5.36K	Buy	+18	New	+$6.16K	﹤0.01%	250

Other funds holding WAT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

CGC Financial Services's WAT Position: Q3 2026 in Review

CGC Financial Services held its Waters Corp (WAT) position steady in Q3 2026 at 18 shares worth $7.91K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

CGC Financial Services first reported a position in WAT in Q1 2026 and has held it in 3 quarters since. 1,034 funds tracked by Wall St. Rank hold WAT as of Q3 2026.

CGC Financial Services held 18 shares of Waters Corp worth $7.91K as of Q3 2026.
CGC Financial Services left its Waters Corp share count unchanged in Q3 2026.
Waters Corp made up ﹤0.01% of CGC Financial Services's portfolio in Q3 2026, its #232 holding.
CGC Financial Services first reported a position in Waters Corp in Q1 2026 and has held it in 3 quarters since.
1,034 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.