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Kestra Private Wealth Services’s Waters Corp WAT Stock Holding History

Kestra Private Wealth Services’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 		$699K Buy
2,346
+371
+19% +$127K 0.01% 1028
2025
Q4 		$750K Buy
+1,975
New +$727K 0.01% 948
2022
Q3 		– Sell
-648
Closed -$214K – 968
2022
Q2 		$214K Sell
648
-105
-14% -$33.3K 0.01% 772
2022
Q1 		$234K Buy
+753
New +$245K 0.01% 836

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

Kestra Private Wealth Services's WAT Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Waters Corp (WAT) stake by 19% in Q1 2026, buying an estimated $127K and bringing the position to 2,346 shares worth $699K. The position accounts for 0.01% of the portfolio, ranked #1028.

Kestra Private Wealth Services first reported a position in WAT in Q1 2022 and has held it in 4 quarters since. The position peaked at $750K in Q4 2025. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Kestra Private Wealth Services held 2,346 shares of Waters Corp worth $699K as of Q1 2026.
  • Kestra Private Wealth Services bought 371 Waters Corp shares in Q1 2026, an estimated $127K.
  • Waters Corp made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1028 holding.
  • Kestra Private Wealth Services first reported a position in Waters Corp in Q1 2022 and has held it in 4 quarters since.
  • Kestra Private Wealth Services's Waters Corp position peaked at $750K in Q4 2025.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.