Creative Financial Designs’s Waters Corp WAT Stock Holding History

Creative Financial Designs’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	$192K	Buy	645 +252	+64%	+$86.2K	0.01%	527
2025 Q4	$149K	Buy	393 +12	+3%	+$4.42K	0.01%	552
2025 Q3	$114K	Buy	381 +191	+101%	+$57.6K	0.01%	607
2025 Q2	$66.3K	Buy	190 +160	+533%	+$55K	﹤0.01%	779
2025 Q1	$11.1K	Buy	30 +18	+150%	+$6.97K	﹤0.01%	1273
2024 Q4	$4.45K	Sell	12 -2	-14%	-$732	﹤0.01%	1447
2024 Q3	$5.04K	Hold	14	–	–	﹤0.01%	1376
2024 Q2	$4.06K	Buy	14 +8	+133%	+$2.55K	﹤0.01%	1365
2024 Q1	$2.06K	Hold	6	–	–	﹤0.01%	1483
2023 Q4	$1.98K	Hold	6	–	–	﹤0.01%	1429
2023 Q3	$1.65K	Hold	6	–	–	﹤0.01%	1360
2023 Q2	$1.6K	Buy	+6	New	+$1.67K	﹤0.01%	1334
2021 Q4	–	Sell	-21	Closed	-$8K	–	1456
2021 Q3	$8K	Hold	21	–	–	﹤0.01%	1074
2021 Q2	$7K	Hold	21	–	–	﹤0.01%	1101
2021 Q1	$6K	Hold	21	–	–	﹤0.01%	1036
2020 Q4	$5K	Hold	21	–	–	﹤0.01%	997
2020 Q3	$4K	Hold	21	–	–	﹤0.01%	993
2020 Q2	$4K	Buy	+21	New	+$3.97K	﹤0.01%	937

Other funds holding WAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Financial Designs's WAT Position: Q1 2026 in Review

Creative Financial Designs increased its Waters Corp (WAT) stake by 64% in Q1 2026, buying an estimated $86.2K and bringing the position to 645 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #527.

Creative Financial Designs first reported a position in WAT in Q2 2020 and has held it in 18 quarters since. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

Creative Financial Designs held 645 shares of Waters Corp worth $192K as of Q1 2026.
Creative Financial Designs bought 252 Waters Corp shares in Q1 2026, an estimated $86.2K.
Waters Corp made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #527 holding.
Creative Financial Designs first reported a position in Waters Corp in Q2 2020 and has held it in 18 quarters since.
1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.