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Kingswood Wealth Advisors’s Waters Corp WAT Stock Holding History

Kingswood Wealth 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 		$284K Buy
+758
New +$259K 0.01% 799
2025
Q2 		– Sell
-564
Closed -$208K – 795
2025
Q1 		$208K Buy
564
+14
+3% +$5.42K 0.02% 675
2024
Q4 		$204K Buy
+550
New +$201K 0.02% 729

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 $3.38T AUM 44.17% 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

Kingswood Wealth Advisors's WAT Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in Waters Corp (WAT) in Q2 2026: 758 shares worth $284K. The stake represents 0.01% of the portfolio and ranks #799 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in WAT as recently as Q1 2025.

Kingswood Wealth Advisors first reported a position in WAT in Q4 2024 and has held it in 3 quarters since. 1,185 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Kingswood Wealth Advisors held 758 shares of Waters Corp worth $284K as of Q2 2026.
  • Waters Corp was a new Kingswood Wealth Advisors position in Q2 2026.
  • Waters Corp made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #799 holding.
  • Kingswood Wealth Advisors first reported a position in Waters Corp in Q4 2024 and has held it in 3 quarters since.
  • 1,185 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.