Credential Qtrade Securities’s Waters Corp WAT Stock Holding History

Credential Qtrade Securities’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
2024 Q1	$662K	Buy	1,922 +1,262	+191%	+$415K	0.04%	185
2023 Q4	$217K	Buy	660 +634	+2,438%	+$175K	0.01%	218
2023 Q3	$7.13K	Hold	26	–	–	﹤0.01%	285
2023 Q2	$6.93K	Sell	26 -3	-10%	-$835	﹤0.01%	294
2023 Q1	$8.98K	Buy	29 +4	+16%	+$1.29K	﹤0.01%	294
2022 Q4	$8.56K	Hold	25	–	–	﹤0.01%	291
2022 Q3	$6.74K	Hold	25	–	–	﹤0.01%	296
2022 Q2	$8.27K	Hold	25	–	–	﹤0.01%	300
2022 Q1	$7.76K	Hold	25	–	–	﹤0.01%	310
2021 Q4	$9.31K	Hold	25	–	–	﹤0.01%	315
2021 Q3	$8.93K	Hold	25	–	–	﹤0.01%	302
2021 Q2	$8.64K	Hold	25	–	–	﹤0.01%	313
2021 Q1	$7.1K	Hold	25	–	–	﹤0.01%	305
2020 Q4	$6.18K	Sell	25 -3	-11%	-$680	﹤0.01%	294
2020 Q3	$5.48K	Hold	28	–	–	﹤0.01%	273
2020 Q2	$5.05K	Hold	28	–	–	﹤0.01%	267
2020 Q1	$5.1K	Hold	28	–	–	﹤0.01%	261
2019 Q4	$6.54K	Hold	28	–	–	﹤0.01%	284
2019 Q3	$6.25K	Hold	28	–	–	﹤0.01%	253
2019 Q2	$6.03K	Sell	28 -5	-15%	-$1.09K	﹤0.01%	256
2019 Q1	$8.31K	Hold	33	–	–	﹤0.01%	248
2018 Q4	$6.22K	Hold	33	–	–	﹤0.01%	259
2018 Q3	$6.42K	Buy	+33	New	+$6.39K	﹤0.01%	280

Other funds holding WAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

FIS

Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.52B AUM 8.53% 1-Year Est. Return

Credential Qtrade Securities's WAT Position: Q1 2024 in Review

Credential Qtrade Securities increased its Waters Corp (WAT) stake by 191% in Q1 2024, buying an estimated $415K and bringing the position to 1,922 shares worth $662K. The position accounts for 0.04% of the portfolio, ranked #185.

Credential Qtrade Securities first reported a position in WAT in Q3 2018 and has held it in 23 quarters since. 690 funds tracked by Wall St. Rank hold WAT as of Q1 2024.

Credential Qtrade Securities held 1,922 shares of Waters Corp worth $662K as of Q1 2024.
Credential Qtrade Securities bought 1,262 Waters Corp shares in Q1 2024, an estimated $415K.
Waters Corp made up 0.04% of Credential Qtrade Securities's portfolio in Q1 2024, its #185 holding.
Credential Qtrade Securities first reported a position in Waters Corp in Q3 2018 and has held it in 23 quarters since.
690 funds tracked by Wall St. Rank held Waters Corp as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.