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Intentional Wealth Strategies’s Waters Corp WAT Stock Holding History

Intentional Wealth Strategies’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
-50
Closed -$14.9K – 885
2026
Q1 		$14.9K Buy
+50
New +$17.1K 0.01% 316

Other funds holding WAT

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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

Intentional Wealth Strategies's WAT Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Waters Corp (WAT) in Q2 2026, closing a stake of 50 shares — an estimated $14.9K sold.

Intentional Wealth Strategies first reported a position in WAT in Q1 2026 and held it in 1 quarter. The position peaked at $14.9K in Q1 2026. 1,115 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Waters Corp position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 50 Waters Corp shares in Q2 2026, an estimated $14.9K.
  • Intentional Wealth Strategies first reported a position in Waters Corp in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Waters Corp position peaked at $14.9K in Q1 2026.
  • 1,115 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

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