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Crestwood Advisors Group’s Waters Corp WAT Stock Holding History

Crestwood Advisors 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 		$639K Buy
1,705
+338
+25% +$115K 0.01% 413
2026
Q1 		$407K Buy
1,367
+83
+6% +$28.4K 0.01% 482
2025
Q4 		$488K Buy
1,284
+163
+15% +$60K 0.01% 400
2025
Q3 		$336K Sell
1,121
-5
-0.4% -$1.51K 0.01% 443
2025
Q2 		$393K Buy
1,126
+51
+5% +$17.5K 0.01% 387
2025
Q1 		$396K Buy
1,075
+49
+5% +$19K 0.01% 377
2024
Q4 		$381K Buy
1,026
+61
+6% +$22.3K 0.01% 345
2024
Q3 		$347K Buy
965
+55
+6% +$17.9K 0.01% 349
2024
Q2 		$264K Buy
910
+10
+1% +$3.19K 0.01% 372
2024
Q1 		$310K Buy
900
+17
+2% +$5.59K 0.01% 346
2023
Q4 		$291K Buy
883
+8
+0.9% +$2.21K 0.01% 331
2023
Q3 		$240K Buy
+875
New +$242K 0.01% 323

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

Crestwood Advisors Group's WAT Position: Q2 2026 in Review

Crestwood Advisors Group increased its Waters Corp (WAT) stake by 25% in Q2 2026, buying an estimated $115K and bringing the position to 1,705 shares worth $639K. The position accounts for 0.01% of the portfolio, ranked #413.

Crestwood Advisors Group first reported a position in WAT in Q3 2023 and has held it in 12 quarters since. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Crestwood Advisors Group held 1,705 shares of Waters Corp worth $639K as of Q2 2026.
  • Crestwood Advisors Group bought 338 Waters Corp shares in Q2 2026, an estimated $115K.
  • Waters Corp made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #413 holding.
  • Crestwood Advisors Group first reported a position in Waters Corp in Q3 2023 and has held it in 12 quarters since.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.