Foguth Wealth Management’s Waters Corp WAT Stock Holding History

Foguth Wealth Management’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	$1.83M	Hold	5,129	–	–	0.21%	68
2026 Q1	$1.97M	Buy	5,129 +15	+0.3%	+$5.13K	0.23%	65
2025 Q4	$1.95M	Buy	+5,114	New	+$1.88M	0.3%	62
2025 Q2	$1.78M	Hold	5,114	–	–	0.38%	50
2025 Q1	$1.88M	Hold	5,114	–	–	0.46%	41
2024 Q4	$2.1M	Hold	5,114	–	–	0.55%	43
2024 Q3	$1.84M	Sell	5,114 -2,942	-37%	-$958K	0.67%	37
2024 Q2	$2.34M	Hold	8,056	–	–	1.03%	26
2024 Q1	$2.77M	Buy	+8,056	New	+$2.65M	1.49%	24

Other funds holding WAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Foguth Wealth Management held its Waters Corp (WAT) position steady in Q2 2026 at 5,129 shares worth $1.83M. The position accounts for 0.21% of the portfolio, ranked #68.

Foguth Wealth Management first reported a position in WAT in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.77M in Q1 2024. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

Foguth Wealth Management held 5,129 shares of Waters Corp worth $1.83M as of Q2 2026.
Foguth Wealth Management left its Waters Corp share count unchanged in Q2 2026.
Waters Corp made up 0.21% of Foguth Wealth Management's portfolio in Q2 2026, its #68 holding.
Foguth Wealth Management first reported a position in Waters Corp in Q1 2024 and has held it in 9 quarters since.
Foguth Wealth Management's Waters Corp position peaked at $2.77M in Q1 2024.
1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.