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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
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 $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

Larson Financial Group's WAT Position: Q1 2026 in Review

Larson Financial Group increased its Waters Corp (WAT) stake by 445% in Q1 2026, buying an estimated $152K and bringing the position to 545 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #786.

Larson Financial Group first reported a position in WAT in Q3 2023 and has held it in 11 quarters since. The position peaked at $199K in Q4 2024. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Larson Financial Group held 545 shares of Waters Corp worth $162K as of Q1 2026.
  • Larson Financial Group bought 445 Waters Corp shares in Q1 2026, an estimated $152K.
  • Waters Corp made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #786 holding.
  • Larson Financial Group first reported a position in Waters Corp in Q3 2023 and has held it in 11 quarters since.
  • Larson Financial Group's Waters Corp position peaked at $199K in Q4 2024.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.