Institute for Wealth Management’s Waters Corp WAT Stock Holding History

Institute for 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	$94.1K	Buy	+251	New	+$85.6K	0.01%	695

Other funds holding WAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Institute for Wealth Management's WAT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Waters Corp (WAT) in Q2 2026: 251 shares worth $94.1K. The stake represents 0.01% of the portfolio and ranks #695 among its holdings.

643 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

Institute for Wealth Management held 251 shares of Waters Corp worth $94.1K as of Q2 2026.
Waters Corp was a new Institute for Wealth Management position in Q2 2026.
Waters Corp made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #695 holding.
643 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.