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FRG Family Wealth Advisors’s Waters Corp WAT Stock Holding History

FRG Family 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
Q1 		$438K Buy
+1,471
New +$503K 0.07% 119

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FRG Family Wealth Advisors's WAT Position: Q1 2026 in Review

FRG Family Wealth Advisors opened a new position in Waters Corp (WAT) in Q1 2026: 1,471 shares worth $438K. The stake represents 0.07% of the portfolio and ranks #119 among its holdings.

1,176 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • FRG Family Wealth Advisors held 1,471 shares of Waters Corp worth $438K as of Q1 2026.
  • Waters Corp was a new FRG Family Wealth Advisors position in Q1 2026.
  • Waters Corp made up 0.07% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #119 holding.
  • 1,176 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.