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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Investment Advisory Group's WAT Position: Q1 2026 in Review

Investment Advisory Group increased its Waters Corp (WAT) stake by 2.5% in Q1 2026, buying an estimated $13.3K and bringing the position to 1,599 shares worth $476K. The position accounts for 0.12% of the portfolio, ranked #114.

Investment Advisory Group first reported a position in WAT in Q2 2024 and has held it in 8 quarters since. The position peaked at $680K in Q3 2024. 1,171 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Investment Advisory Group held 1,599 shares of Waters Corp worth $476K as of Q1 2026.
  • Investment Advisory Group bought 39 Waters Corp shares in Q1 2026, an estimated $13.3K.
  • Waters Corp made up 0.12% of Investment Advisory Group's portfolio in Q1 2026, its #114 holding.
  • Investment Advisory Group first reported a position in Waters Corp in Q2 2024 and has held it in 8 quarters since.
  • Investment Advisory Group's Waters Corp position peaked at $680K in Q3 2024.
  • 1,171 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.