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Crewe Advisors’s Waters Corp WAT Stock Holding History

Crewe Advisors’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 		$6.75K Buy
+18
New +$6.14K ﹤0.01% 827
2024
Q3 		– Sell
-82
Closed -$23.8K – 996
2024
Q2 		$23.8K Buy
82
+59
+257% +$18.8K ﹤0.01% 518
2024
Q1 		$7.92K Buy
+23
New +$7.56K ﹤0.01% 657
2022
Q4 		– Sell
-25
Closed -$7K – 1295
2022
Q3 		$7K Buy
25
+15
+150% +$4.79K ﹤0.01% 779
2022
Q2 		$3K Buy
+10
New +$3.17K ﹤0.01% 932
2020
Q1 		– Sell
-14
Closed -$3K – 246
2019
Q4 		$3K Buy
+14
New +$3.09K ﹤0.01% 233

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 $3.38T AUM 44.17% 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

Crewe Advisors's WAT Position: Q2 2026 in Review

Crewe Advisors opened a new position in Waters Corp (WAT) in Q2 2026: 18 shares worth $6.75K. The stake represents ﹤0.01% of the portfolio and ranks #827 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in WAT as recently as Q2 2024.

Crewe Advisors first reported a position in WAT in Q4 2019 and has held it in 6 quarters since. The position peaked at $23.8K in Q2 2024. 1,185 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Crewe Advisors held 18 shares of Waters Corp worth $6.75K as of Q2 2026.
  • Waters Corp was a new Crewe Advisors position in Q2 2026.
  • Waters Corp made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #827 holding.
  • Crewe Advisors first reported a position in Waters Corp in Q4 2019 and has held it in 6 quarters since.
  • Crewe Advisors's Waters Corp position peaked at $23.8K in Q2 2024.
  • 1,185 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.