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Timothy G. Youngquist 2020 Irrevocable Trust’s Waters Corp WAT Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-139
Closed -$41.4K – 481
2026
Q1 		$41.4K Buy
+139
New +$47.6K 0.02% 238

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's WAT Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Waters Corp (WAT) in Q2 2026, closing a stake of 139 shares — an estimated $41.4K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in WAT in Q1 2026 and held it in 1 quarter. The position peaked at $41.4K in Q1 2026. 643 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Waters Corp position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 139 Waters Corp shares in Q2 2026, an estimated $41.4K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Waters Corp in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Waters Corp position peaked at $41.4K in Q1 2026.
  • 643 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.