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Golden State Wealth Management’s Waters Corp WAT Stock Holding History

Golden State 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 		$21K Sell
56
-42
-43% -$14.3K ﹤0.01% 940
2026
Q1 		$29.2K Buy
98
+70
+250% +$23.9K ﹤0.01% 821
2025
Q4 		$10.6K Hold
28
– – ﹤0.01% 1088
2025
Q3 		$8.39K Buy
28
+4
+17% +$1.21K ﹤0.01% 1142
2025
Q2 		$8.38K Hold
24
– – ﹤0.01% 1120
2025
Q1 		$8.85K Hold
24
– – ﹤0.01% 1024
2024
Q4 		$8.9K Buy
+24
New +$8.78K ﹤0.01% 989

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

Golden State Wealth Management's WAT Position: Q2 2026 in Review

Golden State Wealth Management reduced its Waters Corp (WAT) stake by 43% in Q2 2026, selling an estimated $14.3K and leaving 56 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Golden State Wealth Management first reported a position in WAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.2K in Q1 2026. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Golden State Wealth Management held 56 shares of Waters Corp worth $21K as of Q2 2026.
  • Golden State Wealth Management sold 42 Waters Corp shares in Q2 2026, an estimated $14.3K.
  • Waters Corp made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #940 holding.
  • Golden State Wealth Management first reported a position in Waters Corp in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Waters Corp position peaked at $29.2K in Q1 2026.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.