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Clearstead Advisors’s Waters Corp WAT Stock Holding History

Clearstead Advisors’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 		$278K Buy
932
+316
+51% +$108K ﹤0.01% 886
2025
Q4 		$234K Buy
616
+30
+5% +$11K ﹤0.01% 895
2025
Q3 		$176K Buy
586
+41
+8% +$12.4K ﹤0.01% 909
2025
Q2 		$190K Sell
545
-5
-0.9% -$1.72K ﹤0.01% 908
2025
Q1 		$203K Buy
550
+2
+0.4% +$774 ﹤0.01% 834
2024
Q4 		$203K Buy
548
+13
+2% +$4.75K ﹤0.01% 852
2024
Q3 		$193K Hold
535
– – ﹤0.01% 869
2024
Q2 		$155K Hold
535
– – ﹤0.01% 893
2024
Q1 		$187K Sell
535
-50
-9% -$16.4K 0.01% 481
2023
Q4 		$193K Sell
585
-611
-51% -$169K 0.01% 461
2023
Q3 		$328K Buy
1,196
+615
+106% +$170K 0.01% 468
2023
Q2 		$155K Hold
581
– – 0.01% 472
2023
Q1 		$180K Hold
581
– – 0.01% 410
2022
Q4 		$199K Hold
581
– – 0.02% 385
2022
Q3 		$157K Hold
581
– – 0.01% 399
2022
Q2 		$192K Buy
581
+128
+28% +$40.6K 0.02% 384
2022
Q1 		$141K Buy
453
+93
+26% +$30.3K 0.01% 480
2021
Q4 		$134K Buy
+360
New +$126K 0.01% 464
2021
Q3 		– Sell
-9
Closed -$3K – 1403
2021
Q2 		$3K Buy
+9
New +$2.85K ﹤0.01% 993
2020
Q2 		– Sell
-200
Closed -$36K – 842
2020
Q1 		$36K Buy
+200
New +$42.2K 0.01% 446

Other funds holding WAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clearstead Advisors's WAT Position: Q1 2026 in Review

Clearstead Advisors increased its Waters Corp (WAT) stake by 51% in Q1 2026, buying an estimated $108K and bringing the position to 932 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Clearstead Advisors first reported a position in WAT in Q1 2020 and has held it in 20 quarters since. The position peaked at $328K in Q3 2023. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Clearstead Advisors held 932 shares of Waters Corp worth $278K as of Q1 2026.
  • Clearstead Advisors bought 316 Waters Corp shares in Q1 2026, an estimated $108K.
  • Waters Corp made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #886 holding.
  • Clearstead Advisors first reported a position in Waters Corp in Q1 2020 and has held it in 20 quarters since.
  • Clearstead Advisors's Waters Corp position peaked at $328K in Q3 2023.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.