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Cherry Tree Wealth Management’s Waters Corp WAT Stock Holding History

Cherry Tree Wealth Management’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 		$27.4K Hold
73
– – 0.01% 345
2026
Q1 		$21.7K Buy
+73
New +$25K ﹤0.01% 345

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cherry Tree Wealth Management's WAT Position: Q2 2026 in Review

Cherry Tree Wealth Management held its Waters Corp (WAT) position steady in Q2 2026 at 73 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #345.

Cherry Tree Wealth Management first reported a position in WAT in Q1 2026 and has held it in 2 quarters since. 1,185 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Cherry Tree Wealth Management held 73 shares of Waters Corp worth $27.4K as of Q2 2026.
  • Cherry Tree Wealth Management left its Waters Corp share count unchanged in Q2 2026.
  • Waters Corp made up 0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #345 holding.
  • Cherry Tree Wealth Management first reported a position in Waters Corp in Q1 2026 and has held it in 2 quarters since.
  • 1,185 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.