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Marks Group Wealth Management’s Waters Corp WAT Stock Holding History

Marks Group Wealth Management’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 		$1.33M Buy
4,481
+3,428
+326% +$1.17M 0.13% 170
2025
Q4 		$400K Buy
+1,053
New +$387K 0.04% 259

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

Marks Group Wealth Management's WAT Position: Q1 2026 in Review

Marks Group Wealth Management increased its Waters Corp (WAT) stake by 326% in Q1 2026, buying an estimated $1.17M and bringing the position to 4,481 shares worth $1.33M. The position accounts for 0.13% of the portfolio, ranked #170.

Marks Group Wealth Management first reported a position in WAT in Q4 2025 and has held it in 2 quarters since. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Marks Group Wealth Management held 4,481 shares of Waters Corp worth $1.33M as of Q1 2026.
  • Marks Group Wealth Management bought 3,428 Waters Corp shares in Q1 2026, an estimated $1.17M.
  • Waters Corp made up 0.13% of Marks Group Wealth Management's portfolio in Q1 2026, its #170 holding.
  • Marks Group Wealth Management first reported a position in Waters Corp in Q4 2025 and has held it in 2 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.