Frank Rimerman Advisors
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Frank Rimerman Advisors’s Waters Corp WAT Stock Holding History

Frank Rimerman 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
Q3 		$470K Sell
1,070
-8
-0.7% -$3.2K 0.03% 423
2026
Q2 		$404K Buy
1,078
+28
+3% +$9.6K 0.02% 456
2026
Q1 		$313K Buy
1,050
+405
+63% +$139K 0.02% 487
2025
Q4 		$245K Buy
+645
New +$237K 0.02% 556
2025
Q3 		– Sell
-642
Closed -$224K – 627
2025
Q2 		$224K Sell
642
-188
-23% -$64.6K 0.02% 520
2025
Q1 		$306K Buy
830
+112
+16% +$43.4K 0.02% 406
2024
Q4 		$266K Buy
718
+14
+2% +$5.12K 0.02% 439
2024
Q3 		$253K Buy
704
+9
+1% +$2.93K 0.02% 459
2024
Q2 		$202K Buy
+695
New +$222K 0.01% 523

Other funds holding WAT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Frank Rimerman Advisors's WAT Position: Q3 2026 in Review

Frank Rimerman Advisors reduced its Waters Corp (WAT) stake by 0.74% in Q3 2026, selling an estimated $3.2K and leaving 1,070 shares worth $470K. The position accounts for 0.03% of the portfolio, ranked #423.

Frank Rimerman Advisors first reported a position in WAT in Q2 2024 and has held it in 9 quarters since. 1,034 funds tracked by Wall St. Rank hold WAT as of Q3 2026.

  • Frank Rimerman Advisors held 1,070 shares of Waters Corp worth $470K as of Q3 2026.
  • Frank Rimerman Advisors sold 8 Waters Corp shares in Q3 2026, an estimated $3.2K.
  • Waters Corp made up 0.03% of Frank Rimerman Advisors's portfolio in Q3 2026, its #423 holding.
  • Frank Rimerman Advisors first reported a position in Waters Corp in Q2 2024 and has held it in 9 quarters since.
  • 1,034 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.