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L.J. Altfest & Co’s Waters Corp WAT Stock Holding History

L.J. Altfest & Co’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 		$1.21M Buy
+3,232
New +$1.1M 0.12% 119
2025
Q4 		– Sell
-1,375
Closed -$412K – 374
2025
Q3 		$412K Buy
+1,375
New +$415K 0.05% 248

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

L.J. Altfest & Co's WAT Position: Q2 2026 in Review

L.J. Altfest & Co opened a new position in Waters Corp (WAT) in Q2 2026: 3,232 shares worth $1.21M. The stake represents 0.12% of the portfolio and ranks #119 among its holdings. This is a return to the name: L.J. Altfest & Co previously reported a position in WAT as recently as Q3 2025.

L.J. Altfest & Co first reported a position in WAT in Q3 2025 and has held it in 2 quarters since. 643 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • L.J. Altfest & Co held 3,232 shares of Waters Corp worth $1.21M as of Q2 2026.
  • Waters Corp was a new L.J. Altfest & Co position in Q2 2026.
  • Waters Corp made up 0.12% of L.J. Altfest & Co's portfolio in Q2 2026, its #119 holding.
  • L.J. Altfest & Co first reported a position in Waters Corp in Q3 2025 and has held it in 2 quarters since.
  • 643 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.