COMPASS FINANCIAL MANAGEMENT LLC’s Waters Corp WAT Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$1.5K	Buy	+4	New	+$1.36K	﹤0.01%	1348

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's WAT Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Waters Corp (WAT) in Q2 2026: 4 shares worth $1.5K. The stake represents ﹤0.01% of the portfolio and ranks #1348 among its holdings.

853 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 4 shares of Waters Corp worth $1.5K as of Q2 2026.
Waters Corp was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Waters Corp made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1348 holding.
853 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.