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JNBA Financial Advisors’s Waters Corp WAT Stock Holding History

JNBA Financial 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 		$13.1K Hold
35
– – ﹤0.01% 487
2026
Q1 		$10.4K Buy
+35
New +$12K ﹤0.01% 487
2016
Q4 		– Sell
-121
Closed -$19K – 1342
2016
Q3 		$19K Buy
+121
New +$18.7K ﹤0.01% 844

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

JNBA Financial Advisors's WAT Position: Q2 2026 in Review

JNBA Financial Advisors held its Waters Corp (WAT) position steady in Q2 2026 at 35 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

JNBA Financial Advisors first reported a position in WAT in Q3 2016 and has held it in 3 quarters since. The position peaked at $19K in Q3 2016. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • JNBA Financial Advisors held 35 shares of Waters Corp worth $13.1K as of Q2 2026.
  • JNBA Financial Advisors left its Waters Corp share count unchanged in Q2 2026.
  • Waters Corp made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #487 holding.
  • JNBA Financial Advisors first reported a position in Waters Corp in Q3 2016 and has held it in 3 quarters since.
  • JNBA Financial Advisors's Waters Corp position peaked at $19K in Q3 2016.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.