IFP 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 | $197K | Sell |
524
-223
| -30% | -$76.1K | ﹤0.01% | 1530 |
|
|
2026
Q1 | $222K | Buy |
747
+701
| +1,524% | +$240K | ﹤0.01% | 1335 |
|
|
2025
Q4 | $17.5K | Sell |
46
-66
| -59% | -$24.3K | ﹤0.01% | 2786 |
|
|
2025
Q3 | $33.6K | Sell |
112
-22
| -16% | -$6.64K | ﹤0.01% | 2292 |
|
|
2025
Q2 | $51K | Buy |
134
+53
| +65% | +$18.2K | ﹤0.01% | 2042 |
|
|
2025
Q1 | $29.9K | Buy |
81
+44
| +119% | +$17K | ﹤0.01% | 2116 |
|
|
2024
Q4 | $13.7K | Sell |
37
-112
| -75% | -$41K | ﹤0.01% | 2416 |
|
|
2024
Q3 | $53.6K | Sell |
149
-72
| -33% | -$23.4K | ﹤0.01% | 1699 |
|
|
2024
Q2 | $64.1K | Buy |
221
+2
| +0.9% | +$638 | ﹤0.01% | 1559 |
|
|
2024
Q1 | $75.5K | Buy |
219
+37
| +20% | +$12.2K | ﹤0.01% | 1410 |
|
|
2023
Q4 | $60K | Buy |
182
+9
| +5% | +$2.49K | ﹤0.01% | 1471 |
|
|
2023
Q3 | $47.4K | Buy |
173
+45
| +35% | +$12.4K | ﹤0.01% | 1586 |
|
|
2023
Q2 | $34.1K | Buy |
128
+8
| +7% | +$2.23K | ﹤0.01% | 1777 |
|
|
2023
Q1 | $9.79K | Buy |
120
+3
| +3% | +$970 | ﹤0.01% | 2292 |
|
|
2022
Q4 | $12K | Sell |
117
-63
| -35% | -$19.9K | ﹤0.01% | 3290 |
|
|
2022
Q3 | $17K | Buy |
180
+5
| +3% | +$1.6K | ﹤0.01% | 3258 |
|
|
2022
Q2 | $16K | Hold |
175
| – | – | ﹤0.01% | 3060 |
|
|
2022
Q1 | $16K | Buy |
175
+54
| +45% | +$17.6K | ﹤0.01% | 3060 |
|
|
2021
Q4 | $46K | Sell |
121
-45
| -27% | -$15.7K | ﹤0.01% | 1587 |
|
|
2021
Q3 | $62K | Sell |
166
-15
| -8% | -$5.88K | ﹤0.01% | 1503 |
|
|
2021
Q2 | $61K | Sell |
181
-57
| -24% | -$18K | ﹤0.01% | 1440 |
|
|
2021
Q1 | $67K | Sell |
238
-299
| -56% | -$81.6K | ﹤0.01% | 1338 |
|
|
2020
Q4 | $131K | Sell |
537
-24
| -4% | -$5.44K | 0.01% | 997 |
|
|
2020
Q3 | $109K | Buy |
561
+43
| +8% | +$8.94K | 0.01% | 955 |
|
|
2020
Q2 | $92K | Buy |
518
+65
| +14% | +$12.3K | 0.01% | 955 |
|
|
2020
Q1 | $86K | Buy |
453
+5
| +1% | +$1.05K | 0.01% | 894 |
|
|
2019
Q4 | $104K | Buy |
448
+134
| +43% | +$29.6K | 0.01% | 929 |
|
|
2019
Q3 | $69K | Buy |
+314
| New | +$67.8K | ﹤0.01% | 1225 |
|
|
2019
Q1 | – | Sell |
-36
| Closed | -$7K | – | 3452 |
|
|
2018
Q4 | $7K | Hold |
36
| – | – | ﹤0.01% | 2710 |
|
|
2018
Q3 | $7K | Hold |
36
| – | – | ﹤0.01% | 3074 |
|
|
2018
Q2 | $7K | Sell |
36
-6
| -14% | -$1.18K | ﹤0.01% | 3116 |
|
|
2018
Q1 | $8K | Hold |
42
| – | – | ﹤0.01% | 2952 |
|
|
2017
Q4 | $8K | Hold |
42
| – | – | ﹤0.01% | 2997 |
|
|
2017
Q3 | $8K | Sell |
42
-14
| -25% | -$2.54K | ﹤0.01% | 3174 |
|
|
2017
Q2 | $10K | Buy |
56
+14
| +33% | +$2.43K | ﹤0.01% | 3035 |
|
|
2017
Q1 | $7K | Buy |
42
+22
| +110% | +$3.29K | ﹤0.01% | 3150 |
|
|
2016
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 3552 |
|
|
2016
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 3489 |
|
|
2016
Q2 | $3K | Buy |
+20
| New | +$2.71K | ﹤0.01% | 3380 |
|
|
2016
Q1 | – | Sell |
-21
| Closed | -$3K | – | 3451 |
|
|
2015
Q4 | $3K | Buy |
+21
| New | +$2.7K | ﹤0.01% | 3228 |
|
Other funds holding WAT
IFP Advisors's WAT Position: Q2 2026 in Review
IFP Advisors reduced its Waters Corp (WAT) stake by 30% in Q2 2026, selling an estimated $76.1K and leaving 524 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.
IFP Advisors first reported a position in WAT in Q4 2015 and has held it in 40 quarters since. The position peaked at $222K in Q1 2026. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.
- IFP Advisors held 524 shares of Waters Corp worth $197K as of Q2 2026.
- IFP Advisors sold 223 Waters Corp shares in Q2 2026, an estimated $76.1K.
- Waters Corp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1530 holding.
- IFP Advisors first reported a position in Waters Corp in Q4 2015 and has held it in 40 quarters since.
- IFP Advisors's Waters Corp position peaked at $222K in Q1 2026.
- 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.