CI
WAT icon

CX Institutional’s Waters Corp WAT Stock Holding History

CX Institutional’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
Q3 		$290K Buy
661
+3
+0.5% +$1.2K 0.01% 636
2026
Q2 		$247K Sell
658
-49
-7% -$16.7K 0.01% 694
2026
Q1 		$211K Buy
707
+318
+82% +$109K 0.01% 704
2025
Q4 		$148K Buy
389
+42
+12% +$15.5K ﹤0.01% 782
2025
Q3 		$104K Buy
347
+57
+20% +$17.2K ﹤0.01% 814
2025
Q2 		$101K Buy
290
+87
+43% +$29.9K ﹤0.01% 765
2025
Q1 		$75K Buy
+203
New +$78.6K ﹤0.01% 786
2022
Q3 		– Sell
-192
Closed -$64K – 1125
2022
Q2 		$64K Buy
+192
New +$60.9K ﹤0.01% 627
2021
Q4 		– Sell
-126
Closed -$45K – 894
2021
Q3 		$45K Buy
126
+8
+7% +$3.13K ﹤0.01% 604
2021
Q2 		$41K Buy
118
+47
+66% +$14.9K ﹤0.01% 599
2021
Q1 		$20K Buy
71
+12
+20% +$3.28K ﹤0.01% 672
2020
Q4 		$15K Buy
59
+46
+354% +$10.4K ﹤0.01% 676
2020
Q3 		$3K Sell
13
-1
-7% -$208 ﹤0.01% 789
2020
Q2 		$3K Sell
14
-13
-48% -$2.46K ﹤0.01% 731
2020
Q1 		$5K Buy
27
+16
+145% +$3.38K ﹤0.01% 557
2019
Q4 		$3K Buy
11
+1
+10% +$221 ﹤0.01% 647
2019
Q3 		$2K Hold
10
– – ﹤0.01% 749
2019
Q2 		$2K Sell
10
-6
-38% -$1.31K ﹤0.01% 790
2019
Q1 		$4K Buy
+16
New +$3.65K ﹤0.01% 603

Other funds holding WAT

SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SGH
Sivik Global Healthcare Greenwich, Connecticut $175M AUM 28.78% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

CX Institutional's WAT Position: Q3 2026 in Review

CX Institutional increased its Waters Corp (WAT) stake by 0.46% in Q3 2026, buying an estimated $1.2K and bringing the position to 661 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #636.

CX Institutional first reported a position in WAT in Q1 2019 and has held it in 19 quarters since. 80 funds tracked by Wall St. Rank hold WAT as of Q3 2026.

  • CX Institutional held 661 shares of Waters Corp worth $290K as of Q3 2026.
  • CX Institutional bought 3 Waters Corp shares in Q3 2026, an estimated $1.2K.
  • Waters Corp made up 0.01% of CX Institutional's portfolio in Q3 2026, its #636 holding.
  • CX Institutional first reported a position in Waters Corp in Q1 2019 and has held it in 19 quarters since.
  • 80 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.