Concord Wealth Partners’s Waters Corp WAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.4K Buy
+33
New +$11.3K ﹤0.01% 545
2025
Q1
Sell
-1
Closed -$371 982
2024
Q4
$371 Hold
1
﹤0.01% 878
2024
Q3
$360 Buy
+1
New +$326 ﹤0.01% 912
2024
Q2
Sell
-115
Closed -$39.6K 915
2024
Q1
$39.6K Sell
115
-151
-57% -$49.6K 0.01% 390
2023
Q4
$87.6K Sell
266
-17
-6% -$4.7K 0.02% 288
2023
Q3
$77.6K Buy
+283
New +$78.2K 0.02% 317

Other funds holding WAT

Concord Wealth Partners's WAT Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Waters Corp (WAT) in Q2 2026: 33 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #545 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in WAT as recently as Q4 2024.

Concord Wealth Partners first reported a position in WAT in Q3 2023 and has held it in 6 quarters since. The position peaked at $87.6K in Q4 2023. 1,179 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Concord Wealth Partners held 33 shares of Waters Corp worth $12.4K as of Q2 2026.
  • Waters Corp was a new Concord Wealth Partners position in Q2 2026.
  • Waters Corp made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #545 holding.
  • Concord Wealth Partners first reported a position in Waters Corp in Q3 2023 and has held it in 6 quarters since.
  • Concord Wealth Partners's Waters Corp position peaked at $87.6K in Q4 2023.
  • 1,179 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.