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Krilogy Financial’s Waters Corp WAT Stock Holding History

Krilogy Financial’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 		$236K Buy
+740
New +$253K 0.01% 834
2015
Q4 		– Sell
-143
Closed -$17K – 610
2015
Q3 		$17K Buy
+143
New +$18.1K 0.01% 327

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

Krilogy Financial's WAT Position: Q1 2026 in Review

Krilogy Financial opened a new position in Waters Corp (WAT) in Q1 2026: 740 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #834 among its holdings. This is a return to the name: Krilogy Financial previously reported a position in WAT as recently as Q3 2015.

Krilogy Financial first reported a position in WAT in Q3 2015 and has held it in 2 quarters since. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Krilogy Financial held 740 shares of Waters Corp worth $236K as of Q1 2026.
  • Waters Corp was a new Krilogy Financial position in Q1 2026.
  • Waters Corp made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #834 holding.
  • Krilogy Financial first reported a position in Waters Corp in Q3 2015 and has held it in 2 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.