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Key Financial Inc’s Waters Corp WAT Stock Holding History

Key Financial Inc’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 		$2.98K Buy
+10
New +$3.42K ﹤0.01% 1123
2025
Q4 		– Sell
-15
Closed -$4.8K – 1516
2025
Q3 		$4.8K Hold
15
– – ﹤0.01% 1048
2025
Q2 		$5.24K Hold
15
– – ﹤0.01% 1024
2025
Q1 		$5.53K Hold
15
– – ﹤0.01% 971
2024
Q4 		$5.57K Buy
+15
New +$5.49K ﹤0.01% 959

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

Key Financial Inc's WAT Position: Q1 2026 in Review

Key Financial Inc opened a new position in Waters Corp (WAT) in Q1 2026: 10 shares worth $2.98K. The stake represents ﹤0.01% of the portfolio and ranks #1123 among its holdings. This is a return to the name: Key Financial Inc previously reported a position in WAT as recently as Q3 2025.

Key Financial Inc first reported a position in WAT in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.57K in Q4 2024. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Key Financial Inc held 10 shares of Waters Corp worth $2.98K as of Q1 2026.
  • Waters Corp was a new Key Financial Inc position in Q1 2026.
  • Waters Corp made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1123 holding.
  • Key Financial Inc first reported a position in Waters Corp in Q4 2024 and has held it in 5 quarters since.
  • Key Financial Inc's Waters Corp position peaked at $5.57K in Q4 2024.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.