Envestnet Portfolio Solutions
WAT icon

Envestnet Portfolio Solutions’s Waters Corp WAT Stock Holding History

Envestnet Portfolio 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 		$424K Buy
1,131
+256
+29% +$87.3K ﹤0.01% 1049
2026
Q1 		$261K Sell
875
-1,133
-56% -$388K ﹤0.01% 1174
2025
Q4 		$763K Buy
2,008
+129
+7% +$47.5K ﹤0.01% 875
2025
Q3 		$563K Sell
1,879
-1,171
-38% -$353K ﹤0.01% 975
2025
Q2 		$1.06M Buy
3,050
+548
+22% +$188K ﹤0.01% 771
2025
Q1 		$922K Sell
2,502
-1,085
-30% -$420K ﹤0.01% 824
2024
Q4 		$1.33M Buy
3,587
+482
+16% +$176K ﹤0.01% 814
2024
Q3 		$1.12M Buy
3,105
+399
+15% +$130K ﹤0.01% 854
2024
Q2 		$785K Buy
2,706
+249
+10% +$79.5K ﹤0.01% 945
2024
Q1 		$846K Buy
2,457
+190
+8% +$62.5K ﹤0.01% 900
2023
Q4 		$746K Buy
2,267
+257
+13% +$71K ﹤0.01% 887
2023
Q3 		$551K Buy
+2,010
New +$555K ﹤0.01% 945

Other funds holding WAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Envestnet Portfolio Solutions's WAT Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Waters Corp (WAT) stake by 29% in Q2 2026, buying an estimated $87.3K and bringing the position to 1,131 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

Envestnet Portfolio Solutions first reported a position in WAT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.33M in Q4 2024. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Envestnet Portfolio Solutions held 1,131 shares of Waters Corp worth $424K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 256 Waters Corp shares in Q2 2026, an estimated $87.3K.
  • Waters Corp made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1049 holding.
  • Envestnet Portfolio Solutions first reported a position in Waters Corp in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Waters Corp position peaked at $1.33M in Q4 2024.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.