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 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

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

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

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Elevation Wealth Partners's WAT Position: Q2 2026 in Review

Elevation Wealth Partners increased its Waters Corp (WAT) stake by 75% in Q2 2026, buying an estimated $1.02K and bringing the position to 7 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

Elevation Wealth Partners first reported a position in WAT in Q1 2024 and has held it in 8 quarters since. The position peaked at $16.3K in Q4 2024. 390 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

Elevation Wealth Partners held 7 shares of Waters Corp worth $2.63K as of Q2 2026.
Elevation Wealth Partners bought 3 Waters Corp shares in Q2 2026, an estimated $1.02K.
Waters Corp made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1159 holding.
Elevation Wealth Partners first reported a position in Waters Corp in Q1 2024 and has held it in 8 quarters since.
Elevation Wealth Partners's Waters Corp position peaked at $16.3K in Q4 2024.
390 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.