Key Financial Inc
WAT icon

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
Q3 		$4.39K Hold
10
– – ﹤0.01% 1016
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 		$5.56K Buy
+15
New +$5.49K ﹤0.01% 959

Other funds holding WAT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Veritas Asset Management
Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Key Financial Inc's WAT Position: Q3 2026 in Review

Key Financial Inc held its Waters Corp (WAT) position steady in Q3 2026 at 10 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Key Financial Inc first reported a position in WAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.56K in Q4 2024. 755 funds tracked by Wall St. Rank hold WAT as of Q3 2026.

  • Key Financial Inc held 10 shares of Waters Corp worth $4.39K as of Q3 2026.
  • Key Financial Inc left its Waters Corp share count unchanged in Q3 2026.
  • Waters Corp made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1016 holding.
  • Key Financial Inc first reported a position in Waters Corp in Q4 2024 and has held it in 7 quarters since.
  • Key Financial Inc's Waters Corp position peaked at $5.56K in Q4 2024.
  • 755 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.