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 Q3	$492K	Sell	1,120 -330	-23%	-$132K	0.01%	671
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 $103B AUM 40.17% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Dynamic Advisor Solutions's WAT Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Waters Corp (WAT) stake by 23% in Q3 2026, selling an estimated $132K and leaving 1,120 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #671.

Dynamic Advisor Solutions first reported a position in WAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.01M in Q1 2025. 184 funds tracked by Wall St. Rank hold WAT as of Q3 2026.

Dynamic Advisor Solutions held 1,120 shares of Waters Corp worth $492K as of Q3 2026.
Dynamic Advisor Solutions sold 330 Waters Corp shares in Q3 2026, an estimated $132K.
Waters Corp made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #671 holding.
Dynamic Advisor Solutions first reported a position in Waters Corp in Q4 2023 and has held it in 11 quarters since.
Dynamic Advisor Solutions's Waters Corp position peaked at $4.01M in Q1 2025.
184 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.