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Heritage Wealth Advisors’s Waters Corp WAT Stock Holding History

Heritage 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
Q2 		– Sell
-13
Closed -$3.87K – 737
2026
Q1 		$3.87K Buy
+13
New +$4.45K ﹤0.01% 584
2019
Q2 		– Sell
-4
Closed -$1.01K – 491
2019
Q1 		$1.01K Hold
4
– – ﹤0.01% 427
2018
Q4 		$0 Hold
4
– – ﹤0.01% 415
2018
Q3 		$0 Buy
+4
New +$775 ﹤0.01% 394

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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

Heritage Wealth Advisors's WAT Position: Q2 2026 in Review

Heritage Wealth Advisors sold out of Waters Corp (WAT) in Q2 2026, closing a stake of 13 shares — an estimated $3.87K sold.

Heritage Wealth Advisors first reported a position in WAT in Q3 2018 and held it in 4 quarters. The position peaked at $3.87K in Q1 2026. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Heritage Wealth Advisors reported no remaining Waters Corp position as of Q2 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 13 Waters Corp shares in Q2 2026, an estimated $3.87K.
  • Heritage Wealth Advisors first reported a position in Waters Corp in Q3 2018 and held it in 4 quarters.
  • Heritage Wealth Advisors's Waters Corp position peaked at $3.87K in Q1 2026.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.