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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
Q2 		$3.75K Hold
10
– – ﹤0.01% 1067
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 $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

Key Financial Inc's WAT Position: Q2 2026 in Review

Key Financial Inc held its Waters Corp (WAT) position steady in Q2 2026 at 10 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Key Financial Inc first reported a position in WAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.57K in Q4 2024. 1,183 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Key Financial Inc held 10 shares of Waters Corp worth $3.75K as of Q2 2026.
  • Key Financial Inc left its Waters Corp share count unchanged in Q2 2026.
  • Waters Corp made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1067 holding.
  • Key Financial Inc first reported a position in Waters Corp in Q4 2024 and has held it in 6 quarters since.
  • Key Financial Inc's Waters Corp position peaked at $5.57K in Q4 2024.
  • 1,183 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.