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 Q1	$21.7K	Buy	+73	New	+$25K	﹤0.01%	345

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cherry Tree Wealth Management's WAT Position: Q1 2026 in Review

Cherry Tree Wealth Management opened a new position in Waters Corp (WAT) in Q1 2026: 73 shares worth $21.7K. The stake represents ﹤0.01% of the portfolio and ranks #345 among its holdings.

1,176 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

Cherry Tree Wealth Management held 73 shares of Waters Corp worth $21.7K as of Q1 2026.
Waters Corp was a new Cherry Tree Wealth Management position in Q1 2026.
Waters Corp made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #345 holding.
1,176 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.