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Cornerstone Planning Group’s Waters Corp WAT Stock Holding History

Cornerstone Planning 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 		$11.5K Buy
31
+10
+48% +$3.41K ﹤0.01% 849
2026
Q1 		$7.2K Buy
21
+20
+2,000% +$6.84K ﹤0.01% 999
2025
Q4 		$385 Hold
1
– – ﹤0.01% 1566
2025
Q3 		$102 Sell
1
-5
-83% -$1.51K ﹤0.01% 1646
2025
Q2 		$1.69K Sell
6
-3
-33% -$1.03K ﹤0.01% 987
2025
Q1 		$3.01K Buy
9
+5
+125% +$1.94K ﹤0.01% 883
2024
Q4 		$1.66K Buy
4
+1
+33% +$366 ﹤0.01% 840
2024
Q3 		$974 Hold
3
– – ﹤0.01% 937
2024
Q2 		$987 Buy
+3
New +$957 ﹤0.01% 940
2024
Q1 		– Sell
-1
Closed -$329 – 1194
2023
Q4 		$329 Hold
1
– – ﹤0.01% 820
2023
Q3 		$274 Buy
+1
New +$276 ﹤0.01% 986

Other funds holding WAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Cornerstone Planning Group's WAT Position: Q2 2026 in Review

Cornerstone Planning Group increased its Waters Corp (WAT) stake by 48% in Q2 2026, buying an estimated $3.41K and bringing the position to 31 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Cornerstone Planning Group first reported a position in WAT in Q3 2023 and has held it in 11 quarters since. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Cornerstone Planning Group held 31 shares of Waters Corp worth $11.5K as of Q2 2026.
  • Cornerstone Planning Group bought 10 Waters Corp shares in Q2 2026, an estimated $3.41K.
  • Waters Corp made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #849 holding.
  • Cornerstone Planning Group first reported a position in Waters Corp in Q3 2023 and has held it in 11 quarters since.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.