Elevation Wealth Partners’s Waters Corp WAT Stock Holding History

Elevation Wealth Partners’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	$2.64K	Sell	6 -1	-14%	-$401	﹤0.01%	1209
2026 Q2	$2.63K	Buy	7 +3	+75%	+$1.02K	﹤0.01%	1159
2026 Q1	$1.19K	Buy	4 +2	+100%	+$684	﹤0.01%	980
2025 Q4	$760	Hold	2	–	–	﹤0.01%	885
2025 Q3	$600	Buy	+2	New	+$604	﹤0.01%	797
2025 Q1	–	Sell	-44	Closed	-$17K	–	516
2024 Q4	$16.3K	Hold	44	–	–	0.01%	328
2024 Q3	$15.8K	Hold	44	–	–	0.01%	319
2024 Q2	$12.8K	Hold	44	–	–	0.01%	327
2024 Q1	$15.1K	Buy	+44	New	+$14.5K	0.01%	317

Other funds holding WAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

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

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Elevation Wealth Partners's WAT Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Waters Corp (WAT) stake by 14% in Q3 2026, selling an estimated $401 and leaving 6 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Elevation Wealth Partners first reported a position in WAT in Q1 2024 and has held it in 9 quarters since. The position peaked at $16.3K in Q4 2024. 451 funds tracked by Wall St. Rank hold WAT as of Q3 2026.

Elevation Wealth Partners held 6 shares of Waters Corp worth $2.64K as of Q3 2026.
Elevation Wealth Partners sold 1 Waters Corp share in Q3 2026, an estimated $401.
Waters Corp made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1209 holding.
Elevation Wealth Partners first reported a position in Waters Corp in Q1 2024 and has held it in 9 quarters since.
Elevation Wealth Partners's Waters Corp position peaked at $16.3K in Q4 2024.
451 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.