Lido Advisors
WAT icon

Lido Advisors’s Waters Corp WAT Stock Holding History

Lido Advisors’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 		$1.1M Buy
2,945
+8
+0.3% +$2.73K ﹤0.01% 1049
2026
Q1 		$875K Buy
2,937
+1,079
+58% +$369K ﹤0.01% 1026
2025
Q4 		$563K Sell
1,858
-45
-2% -$16.6K ﹤0.01% 1255
2025
Q3 		$571K Sell
1,903
-284
-13% -$85.7K ﹤0.01% 1186
2025
Q2 		$763K Buy
2,187
+445
+26% +$153K ﹤0.01% 950
2025
Q1 		$642K Buy
1,742
+8
+0.5% +$3.1K ﹤0.01% 934
2024
Q4 		$643K Buy
1,734
+38
+2% +$13.9K ﹤0.01% 923
2024
Q3 		$611K Sell
1,696
-19
-1% -$6.19K ﹤0.01% 889
2024
Q2 		$498K Sell
1,715
-21
-1% -$6.7K ﹤0.01% 929
2024
Q1 		$598K Buy
1,736
+67
+4% +$22K ﹤0.01% 850
2023
Q4 		$549K Sell
1,669
-19,811
-92% -$5.47M ﹤0.01% 831
2023
Q3 		$5.89M Buy
21,480
+20,492
+2,074% +$5.66M 0.04% 207
2023
Q2 		$263K Buy
988
+75
+8% +$20.9K ﹤0.01% 994
2023
Q1 		$283K Buy
913
+79
+9% +$25.6K ﹤0.01% 886
2022
Q4 		$286K Sell
834
-8
-1% -$2.53K ﹤0.01% 800
2022
Q3 		$226K Sell
842
-1,585
-65% -$506K ﹤0.01% 853
2022
Q2 		$803K Buy
2,427
+1,257
+107% +$399K 0.01% 402
2022
Q1 		$363K Sell
1,170
-58
-5% -$18.9K ﹤0.01% 743
2021
Q4 		$457K Buy
1,228
+230
+23% +$80.5K 0.01% 647
2021
Q3 		$356K Buy
998
+7
+0.7% +$2.74K 0.01% 697
2021
Q2 		$342K Buy
991
+1
+0.1% +$317 ﹤0.01% 664
2021
Q1 		$281K Buy
+990
New +$270K ﹤0.01% 685

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

Lido Advisors's WAT Position: Q2 2026 in Review

Lido Advisors increased its Waters Corp (WAT) stake by 0.27% in Q2 2026, buying an estimated $2.73K and bringing the position to 2,945 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

Lido Advisors first reported a position in WAT in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.89M in Q3 2023. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Lido Advisors held 2,945 shares of Waters Corp worth $1.1M as of Q2 2026.
  • Lido Advisors bought 8 Waters Corp shares in Q2 2026, an estimated $2.73K.
  • Waters Corp made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1049 holding.
  • Lido Advisors first reported a position in Waters Corp in Q1 2021 and has held it in 22 quarters since.
  • Lido Advisors's Waters Corp position peaked at $5.89M in Q3 2023.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.