Evermay Wealth Management’s Waters Corp WAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.5K Buy
+20
New +$6.82K ﹤0.01% 535
2024
Q1
Sell
-1
Closed -$330 730
2023
Q4
$330 Buy
+1
New +$276 ﹤0.01% 646

Other funds holding WAT

Evermay Wealth Management's WAT Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in Waters Corp (WAT) in Q2 2026: 20 shares worth $7.5K. The stake represents ﹤0.01% of the portfolio and ranks #535 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in WAT as recently as Q4 2023.

Evermay Wealth Management first reported a position in WAT in Q4 2023 and has held it in 2 quarters since. 1,180 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Evermay Wealth Management held 20 shares of Waters Corp worth $7.5K as of Q2 2026.
  • Waters Corp was a new Evermay Wealth Management position in Q2 2026.
  • Waters Corp made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #535 holding.
  • Evermay Wealth Management first reported a position in Waters Corp in Q4 2023 and has held it in 2 quarters since.
  • 1,180 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.