JWA
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JFS Wealth Advisors’s Waters Corp WAT Stock Holding History

JFS Wealth Advisors’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 		$22.5K Buy
60
+4
+7% +$1.36K ﹤0.01% 743
2026
Q1 		$16.7K Buy
56
+8
+17% +$2.74K ﹤0.01% 785
2025
Q4 		$18.2K Buy
48
+21
+78% +$7.73K ﹤0.01% 772
2025
Q3 		$8.1K Sell
27
-15
-36% -$4.53K ﹤0.01% 957
2025
Q2 		$14.7K Sell
42
-11
-21% -$3.78K ﹤0.01% 735
2025
Q1 		$19.5K Buy
53
+2
+4% +$774 ﹤0.01% 666
2024
Q4 		$18.9K Buy
51
+2
+4% +$732 ﹤0.01% 660
2024
Q3 		$17.6K Buy
49
+4
+9% +$1.3K ﹤0.01% 670
2024
Q2 		$13.1K Buy
45
+1
+2% +$319 ﹤0.01% 713
2024
Q1 		$15.1K Hold
44
– – ﹤0.01% 689
2023
Q4 		$14.5K Buy
44
+10
+29% +$2.76K ﹤0.01% 670
2023
Q3 		$9.32K Sell
34
-9
-21% -$2.49K ﹤0.01% 757
2023
Q2 		$11.5K Sell
43
-4
-9% -$1.11K ﹤0.01% 692
2023
Q1 		$14.6K Buy
47
+3
+7% +$970 ﹤0.01% 602
2022
Q4 		$15.1K Buy
44
+8
+22% +$2.53K ﹤0.01% 589
2022
Q3 		$10K Sell
36
-9
-20% -$2.87K ﹤0.01% 741
2022
Q2 		$15K Buy
45
+2
+5% +$635 ﹤0.01% 656
2022
Q1 		$13K Buy
43
+38
+760% +$12.4K ﹤0.01% 724
2021
Q4 		$2K Buy
+5
New +$1.75K ﹤0.01% 1189
2016
Q2 		– Sell
-1
Closed – – 623
2016
Q1 		$0 Buy
+1
New +$125 ﹤0.01% 663

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

JFS Wealth Advisors's WAT Position: Q2 2026 in Review

JFS Wealth Advisors increased its Waters Corp (WAT) stake by 7.1% in Q2 2026, buying an estimated $1.36K and bringing the position to 60 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

JFS Wealth Advisors first reported a position in WAT in Q1 2016 and has held it in 20 quarters since. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • JFS Wealth Advisors held 60 shares of Waters Corp worth $22.5K as of Q2 2026.
  • JFS Wealth Advisors bought 4 Waters Corp shares in Q2 2026, an estimated $1.36K.
  • Waters Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #743 holding.
  • JFS Wealth Advisors first reported a position in Waters Corp in Q1 2016 and has held it in 20 quarters since.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.