Larson Financial Group
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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
Q3 		$242K Buy
550
+17
+3% +$6.81K 0.01% 872
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% -$9.6K ﹤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

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Larson Financial Group's WAT Position: Q3 2026 in Review

Larson Financial Group increased its Waters Corp (WAT) stake by 3.2% in Q3 2026, buying an estimated $6.81K and bringing the position to 550 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #872.

Larson Financial Group first reported a position in WAT in Q3 2023 and has held it in 13 quarters since. 897 funds tracked by Wall St. Rank hold WAT as of Q3 2026.

  • Larson Financial Group held 550 shares of Waters Corp worth $242K as of Q3 2026.
  • Larson Financial Group bought 17 Waters Corp shares in Q3 2026, an estimated $6.81K.
  • Waters Corp made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #872 holding.
  • Larson Financial Group first reported a position in Waters Corp in Q3 2023 and has held it in 13 quarters since.
  • 897 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.