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 Q2	$271K	Buy	722 +77	+12%	+$26.3K	0.01%	540
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 $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Creative Financial Designs's WAT Position: Q2 2026 in Review

Creative Financial Designs increased its Waters Corp (WAT) stake by 12% in Q2 2026, buying an estimated $26.3K and bringing the position to 722 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #540.

Creative Financial Designs first reported a position in WAT in Q2 2020 and has held it in 19 quarters since. 1,185 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

Creative Financial Designs held 722 shares of Waters Corp worth $271K as of Q2 2026.
Creative Financial Designs bought 77 Waters Corp shares in Q2 2026, an estimated $26.3K.
Waters Corp made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #540 holding.
Creative Financial Designs first reported a position in Waters Corp in Q2 2020 and has held it in 19 quarters since.
1,185 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.