Creative Planning
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Creative Planning’s Waters Corp WAT Stock Holding History

Creative Planning’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
2019
Q3 		– Sell
-200
Closed -$1K – 2119
2019
Q2 		$1K Buy
+200
New +$43.7K ﹤0.01% 2011

Other funds holding WAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Planning's WAT Position: Q1 2026 in Review

Creative Planning increased its Waters Corp (WAT) stake by 126% in Q1 2026, buying an estimated $4.81M and bringing the position to 25,205 shares worth $7.51M. The position accounts for 0.01% of the portfolio, ranked #893.

Creative Planning first reported a position in WAT in Q2 2013 and has held it in 44 quarters since. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Creative Planning held 25,205 shares of Waters Corp worth $7.51M as of Q1 2026.
  • Creative Planning bought 14,046 Waters Corp shares in Q1 2026, an estimated $4.81M.
  • Waters Corp made up 0.01% of Creative Planning's portfolio in Q1 2026, its #893 holding.
  • Creative Planning first reported a position in Waters Corp in Q2 2013 and has held it in 44 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.