Halbert Hargrove Global Advisors’s Waters Corp WAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$773 Buy
+2
New +$682 ﹤0.01% 472
2025
Q4
Sell
-11
Closed -$3.3K 742
2025
Q3
$3.3K Buy
+11
New +$3.32K ﹤0.01% 485

Other funds holding WAT

Halbert Hargrove Global Advisors's WAT Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Waters Corp (WAT) in Q2 2026: 2 shares worth $773. The stake represents ﹤0.01% of the portfolio and ranks #472 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in WAT as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in WAT in Q3 2025 and has held it in 2 quarters since. The position peaked at $3.3K in Q3 2025. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Halbert Hargrove Global Advisors held 2 shares of Waters Corp worth $773 as of Q2 2026.
  • Waters Corp was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Waters Corp made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #472 holding.
  • Halbert Hargrove Global Advisors first reported a position in Waters Corp in Q3 2025 and has held it in 2 quarters since.
  • Halbert Hargrove Global Advisors's Waters Corp position peaked at $3.3K in Q3 2025.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.