Chicago Partners Investment Group’s Waters Corp WAT Stock Holding History

Chicago Partners Investment Group’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	$206K	Sell	538 -182	-25%	-$62.1K	﹤0.01%	1418
2026 Q1	$241K	Buy	+720	New	+$246K	0.01%	1246
2018 Q4	–	Sell	-25	Closed	-$5K	–	919
2018 Q3	$5K	Hold	25	–	–	﹤0.01%	927
2018 Q2	$5K	Hold	25	–	–	﹤0.01%	879
2018 Q1	$5K	Hold	25	–	–	﹤0.01%	849
2017 Q4	$5K	Hold	25	–	–	﹤0.01%	813
2017 Q3	$4K	Buy	+25	New	+$4.53K	﹤0.01%	893

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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Chicago Partners Investment Group's WAT Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Waters Corp (WAT) stake by 25% in Q2 2026, selling an estimated $62.1K and leaving 538 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Chicago Partners Investment Group first reported a position in WAT in Q3 2017 and has held it in 7 quarters since. The position peaked at $241K in Q1 2026. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

Chicago Partners Investment Group held 538 shares of Waters Corp worth $206K as of Q2 2026.
Chicago Partners Investment Group sold 182 Waters Corp shares in Q2 2026, an estimated $62.1K.
Waters Corp made up ﹤0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1418 holding.
Chicago Partners Investment Group first reported a position in Waters Corp in Q3 2017 and has held it in 7 quarters since.
Chicago Partners Investment Group's Waters Corp position peaked at $241K in Q1 2026.
1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.