EHWM
WAT icon

Eads & Heald Wealth Management’s Waters Corp WAT Stock Holding History

Eads & Heald Wealth Management’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
Q1 		$482K Buy
1,620
+775
+92% +$265K 0.24% 113
2025
Q4 		$321K Sell
845
-8
-0.9% -$2.94K 0.16% 126
2025
Q3 		$256K Sell
853
-429
-33% -$129K 0.12% 130
2025
Q2 		$447K Buy
1,282
+49
+4% +$16.8K 0.22% 117
2025
Q1 		$454K Sell
1,233
-53
-4% -$20.5K 0.23% 116
2024
Q4 		$477K Buy
1,286
+46
+4% +$16.8K 0.23% 115
2024
Q3 		$446K Buy
1,240
+296
+31% +$96.4K 0.21% 117
2024
Q2 		$274K Buy
944
+263
+39% +$83.9K 0.13% 127
2024
Q1 		$234K Buy
681
+38
+6% +$12.5K 0.11% 134
2023
Q4 		$212K Buy
+643
New +$178K 0.1% 143

Other funds holding WAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Eads & Heald Wealth Management's WAT Position: Q1 2026 in Review

Eads & Heald Wealth Management increased its Waters Corp (WAT) stake by 92% in Q1 2026, buying an estimated $265K and bringing the position to 1,620 shares worth $482K. The position accounts for 0.24% of the portfolio, ranked #113.

Eads & Heald Wealth Management first reported a position in WAT in Q4 2023 and has held it in 10 quarters since. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Eads & Heald Wealth Management held 1,620 shares of Waters Corp worth $482K as of Q1 2026.
  • Eads & Heald Wealth Management bought 775 Waters Corp shares in Q1 2026, an estimated $265K.
  • Waters Corp made up 0.24% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #113 holding.
  • Eads & Heald Wealth Management first reported a position in Waters Corp in Q4 2023 and has held it in 10 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.