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Consultiva Wealth Management’s Waters Corp WAT Stock Holding History

Consultiva 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
Q2 		$375 Hold
1
– – ﹤0.01% 278
2026
Q1 		$298 Buy
+1
New +$342 ﹤0.01% 258

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Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Consultiva Wealth Management's WAT Position: Q2 2026 in Review

Consultiva Wealth Management held its Waters Corp (WAT) position steady in Q2 2026 at 1 share worth $375. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Consultiva Wealth Management first reported a position in WAT in Q1 2026 and has held it in 2 quarters since. 1,115 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Consultiva Wealth Management held 1 share of Waters Corp worth $375 as of Q2 2026.
  • Consultiva Wealth Management left its Waters Corp share count unchanged in Q2 2026.
  • Waters Corp made up ﹤0.01% of Consultiva Wealth Management's portfolio in Q2 2026, its #278 holding.
  • Consultiva Wealth Management first reported a position in Waters Corp in Q1 2026 and has held it in 2 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.