Dynamic Advisor Solutions’s Waters Corp WAT Stock Holding History

Dynamic Advisor Solutions’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	$544K	Sell	1,450 -8,431	-85%	-$2.88M	0.02%	662
2026 Q1	$2.94M	Buy	9,881 +459	+5%	+$157K	0.09%	232
2025 Q4	$3.58M	Sell	9,422 -58	-0.6%	-$21.3K	0.11%	193
2025 Q3	$2.84M	Buy	9,480 +78	+0.8%	+$23.5K	0.08%	244
2025 Q2	$3.28M	Sell	9,402 -1,479	-14%	-$508K	0.1%	219
2025 Q1	$4.01M	Buy	+10,881	New	+$4.21M	0.13%	180
2024 Q4	–	Sell	-10,876	Closed	-$3.91M	–	918
2024 Q3	$3.91M	Buy	10,876 +17	+0.2%	+$5.54K	0.12%	201
2024 Q2	$3.15M	Buy	10,859 +1,090	+11%	+$348K	0.1%	230
2024 Q1	$3.36M	Buy	9,769 +1,791	+22%	+$589K	0.11%	218
2023 Q4	$2.43M	Buy	+7,978	New	+$2.2M	0.09%	255

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Dynamic Advisor Solutions's WAT Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Waters Corp (WAT) stake by 85% in Q2 2026, selling an estimated $2.88M and leaving 1,450 shares worth $544K. The position accounts for 0.02% of the portfolio, ranked #662.

Dynamic Advisor Solutions first reported a position in WAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.01M in Q1 2025. 163 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

Dynamic Advisor Solutions held 1,450 shares of Waters Corp worth $544K as of Q2 2026.
Dynamic Advisor Solutions sold 8,431 Waters Corp shares in Q2 2026, an estimated $2.88M.
Waters Corp made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #662 holding.
Dynamic Advisor Solutions first reported a position in Waters Corp in Q4 2023 and has held it in 10 quarters since.
Dynamic Advisor Solutions's Waters Corp position peaked at $4.01M in Q1 2025.
163 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.