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Larson Financial Group’s Waters Corp WAT Stock Holding History

Larson Financial Group’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 		$200K Sell
533
-12
-2% -$4.09K 0.01% 847
2026
Q1 		$162K Buy
545
+445
+445% +$152K 0.01% 786
2025
Q4 		$38K Buy
100
+19
+23% +$6.99K ﹤0.01% 1382
2025
Q3 		$24.3K Sell
81
-30
-27% -$9.05K ﹤0.01% 1529
2025
Q2 		$38.7K Sell
111
-28
-20% -$9.63K ﹤0.01% 1173
2025
Q1 		$51.2K Sell
139
-398
-74% -$154K ﹤0.01% 1019
2024
Q4 		$199K Buy
537
+34
+7% +$12.4K 0.01% 565
2024
Q3 		$181K Buy
503
+188
+60% +$61.2K 0.01% 601
2024
Q2 		$91.4K Buy
315
+258
+453% +$82.3K 0.01% 670
2024
Q1 		$19.6K Buy
57
+56
+5,600% +$18.4K ﹤0.01% 893
2023
Q4 		$329 Sell
1
-4
-80% -$1.1K ﹤0.01% 1616
2023
Q3 		$1.37K Buy
+5
New +$1.38K ﹤0.01% 1437

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

Larson Financial Group's WAT Position: Q2 2026 in Review

Larson Financial Group reduced its Waters Corp (WAT) stake by 2.2% in Q2 2026, selling an estimated $4.09K and leaving 533 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #847.

Larson Financial Group first reported a position in WAT in Q3 2023 and has held it in 12 quarters since. 1,184 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Larson Financial Group held 533 shares of Waters Corp worth $200K as of Q2 2026.
  • Larson Financial Group sold 12 Waters Corp shares in Q2 2026, an estimated $4.09K.
  • Waters Corp made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #847 holding.
  • Larson Financial Group first reported a position in Waters Corp in Q3 2023 and has held it in 12 quarters since.
  • 1,184 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.