Cypress Advisory Group’s Waters Corp WAT Stock Holding History

Cypress Advisory 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	$563K	Hold	1,500	–	–	0.44%	63
2026 Q1	$447K	Sell	1,500 -1,142	-43%	-$391K	0.34%	66
2025 Q4	$1M	Hold	2,642	–	–	0.74%	44
2025 Q3	$792K	Hold	2,642	–	–	0.59%	52
2025 Q2	$922K	Sell	2,642 -10	-0.4%	-$3.44K	0.72%	43
2025 Q1	$977K	Hold	2,652	–	–	0.89%	31
2024 Q4	$984K	Buy	+2,652	New	+$970K	0.91%	33

Other funds holding WAT

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

III

Independent Investors Inc Nesconset, New York $524M AUM 29.67% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Cypress Advisory Group's WAT Position: Q2 2026 in Review

Cypress Advisory Group held its Waters Corp (WAT) position steady in Q2 2026 at 1,500 shares worth $563K. The position accounts for 0.44% of the portfolio, ranked #63.

Cypress Advisory Group first reported a position in WAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1M in Q4 2025. 182 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

Cypress Advisory Group held 1,500 shares of Waters Corp worth $563K as of Q2 2026.
Cypress Advisory Group left its Waters Corp share count unchanged in Q2 2026.
Waters Corp made up 0.44% of Cypress Advisory Group's portfolio in Q2 2026, its #63 holding.
Cypress Advisory Group first reported a position in Waters Corp in Q4 2024 and has held it in 7 quarters since.
Cypress Advisory Group's Waters Corp position peaked at $1M in Q4 2025.
182 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.