EWA
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EverSource Wealth Advisors’s Waters Corp WAT Stock Holding History

EverSource Wealth Advisors’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 		$244K Sell
651
-128
-16% -$43.7K 0.01% 911
2026
Q1 		$232K Buy
779
+412
+112% +$141K 0.01% 969
2025
Q4 		$139K Buy
367
+35
+11% +$12.9K 0.01% 1144
2025
Q3 		$99.5K Sell
332
-54
-14% -$16.3K ﹤0.01% 1279
2025
Q2 		$135K Buy
386
+175
+83% +$60.2K 0.01% 1046
2025
Q1 		$77.8K Buy
211
+86
+69% +$33.3K ﹤0.01% 1012
2024
Q4 		$46.4K Buy
125
+44
+54% +$16.1K ﹤0.01% 1224
2024
Q3 		$29.2K Buy
81
+10
+14% +$3.26K ﹤0.01% 1294
2024
Q2 		$23.9K Sell
71
-11
-13% -$3.51K ﹤0.01% 1415
2024
Q1 		$25.3K Buy
82
+31
+61% +$10.2K ﹤0.01% 1252
2023
Q4 		$16.8K Sell
51
-19
-27% -$5.25K ﹤0.01% 1317
2023
Q3 		$19.2K Buy
70
+22
+46% +$6.08K ﹤0.01% 1139
2023
Q2 		$12.8K Buy
48
+15
+45% +$4.17K ﹤0.01% 1337
2023
Q1 		$10.2K Buy
33
+2
+6% +$647 ﹤0.01% 1342
2022
Q4 		$10.6K Buy
31
+13
+72% +$4.11K ﹤0.01% 1311
2022
Q3 		$5K Sell
18
-2
-10% -$638 ﹤0.01% 1404
2022
Q2 		$7K Hold
20
– – ﹤0.01% 1172
2022
Q1 		$7K Buy
20
+6
+43% +$1.95K ﹤0.01% 1151
2021
Q4 		$5K Buy
+14
New +$4.9K ﹤0.01% 1286

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

EverSource Wealth Advisors's WAT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Waters Corp (WAT) stake by 16% in Q2 2026, selling an estimated $43.7K and leaving 651 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #911.

EverSource Wealth Advisors first reported a position in WAT in Q4 2021 and has held it in 19 quarters since. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • EverSource Wealth Advisors held 651 shares of Waters Corp worth $244K as of Q2 2026.
  • EverSource Wealth Advisors sold 128 Waters Corp shares in Q2 2026, an estimated $43.7K.
  • Waters Corp made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #911 holding.
  • EverSource Wealth Advisors first reported a position in Waters Corp in Q4 2021 and has held it in 19 quarters since.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.