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LRI Investments’s Waters Corp WAT Stock Holding History

LRI Investments’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 		$7.5K Buy
20
+5
+33% +$1.71K ﹤0.01% 1041
2026
Q1 		$4.47K Hold
15
– – ﹤0.01% 1125
2025
Q4 		$5.7K Sell
15
-15
-50% -$5.52K ﹤0.01% 1018
2025
Q3 		$8.99K Buy
+30
New +$9.05K ﹤0.01% 904
2024
Q3 		– Sell
-11
Closed -$3.19K – 1207
2024
Q2 		$3.19K Hold
11
– – ﹤0.01% 992
2024
Q1 		$3.79K Buy
+11
New +$3.62K ﹤0.01% 672

Other funds holding WAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

LRI Investments's WAT Position: Q2 2026 in Review

LRI Investments increased its Waters Corp (WAT) stake by 33% in Q2 2026, buying an estimated $1.71K and bringing the position to 20 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

LRI Investments first reported a position in WAT in Q1 2024 and has held it in 6 quarters since. The position peaked at $8.99K in Q3 2025. 461 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • LRI Investments held 20 shares of Waters Corp worth $7.5K as of Q2 2026.
  • LRI Investments bought 5 Waters Corp shares in Q2 2026, an estimated $1.71K.
  • Waters Corp made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1041 holding.
  • LRI Investments first reported a position in Waters Corp in Q1 2024 and has held it in 6 quarters since.
  • LRI Investments's Waters Corp position peaked at $8.99K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.