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Investment Advisory Group’s Waters Corp WAT Stock Holding History

Investment Advisory Group’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 		$608K Buy
1,621
+22
+1% +$7.5K 0.13% 107
2026
Q1 		$476K Buy
1,599
+39
+3% +$13.3K 0.12% 114
2025
Q4 		$593K Sell
1,560
-42
-3% -$15.5K 0.15% 101
2025
Q3 		$480K Hold
1,602
– – 0.13% 110
2025
Q2 		$559K Buy
1,602
+1
+0.1% +$344 0.17% 96
2025
Q1 		$590K Sell
1,601
-134
-8% -$51.9K 0.2% 91
2024
Q4 		$644K Sell
1,735
-155
-8% -$56.7K 0.22% 84
2024
Q3 		$680K Sell
1,890
-172
-8% -$56K 0.24% 81
2024
Q2 		$598K Buy
+2,062
New +$658K 0.23% 81

Other funds holding WAT

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

Investment Advisory Group's WAT Position: Q2 2026 in Review

Investment Advisory Group increased its Waters Corp (WAT) stake by 1.4% in Q2 2026, buying an estimated $7.5K and bringing the position to 1,621 shares worth $608K. The position accounts for 0.13% of the portfolio, ranked #107.

Investment Advisory Group first reported a position in WAT in Q2 2024 and has held it in 9 quarters since. The position peaked at $680K in Q3 2024. 1,183 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Investment Advisory Group held 1,621 shares of Waters Corp worth $608K as of Q2 2026.
  • Investment Advisory Group bought 22 Waters Corp shares in Q2 2026, an estimated $7.5K.
  • Waters Corp made up 0.13% of Investment Advisory Group's portfolio in Q2 2026, its #107 holding.
  • Investment Advisory Group first reported a position in Waters Corp in Q2 2024 and has held it in 9 quarters since.
  • Investment Advisory Group's Waters Corp position peaked at $680K in Q3 2024.
  • 1,183 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.