Marshall Financial Group (Maryland)’s Waters Corp WAT Stock Holding History

Marshall Financial Group (Maryland)’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	$962K	Buy	2,565 +190	+8%	+$64.8K	0.14%	139
2026 Q1	$707K	Buy	2,375 +148	+7%	+$50.6K	0.11%	169
2025 Q4	$846K	Buy	+2,227	New	+$819K	0.16%	141
2022 Q4	–	Sell	-2,880	Closed	-$776K	–	198
2022 Q3	$776K	Sell	2,880 -15	-0.5%	-$4.79K	0.33%	99
2022 Q2	$958K	Buy	2,895 +243	+9%	+$77.1K	0.38%	73
2022 Q1	$823K	Buy	2,652 +21	+0.8%	+$6.83K	0.34%	105
2021 Q4	$980K	Buy	2,631 +391	+17%	+$137K	0.36%	100
2021 Q3	$800K	Buy	2,240 +137	+7%	+$53.7K	0.41%	82
2021 Q2	$727K	Buy	+2,103	New	+$666K	0.39%	83

Other funds holding WAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Marshall Financial Group (Maryland)'s WAT Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Waters Corp (WAT) stake by 8% in Q2 2026, buying an estimated $64.8K and bringing the position to 2,565 shares worth $962K. The position accounts for 0.14% of the portfolio, ranked #139.

Marshall Financial Group (Maryland) first reported a position in WAT in Q2 2021 and has held it in 9 quarters since. The position peaked at $980K in Q4 2021. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

Marshall Financial Group (Maryland) held 2,565 shares of Waters Corp worth $962K as of Q2 2026.
Marshall Financial Group (Maryland) bought 190 Waters Corp shares in Q2 2026, an estimated $64.8K.
Waters Corp made up 0.14% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #139 holding.
Marshall Financial Group (Maryland) first reported a position in Waters Corp in Q2 2021 and has held it in 9 quarters since.
Marshall Financial Group (Maryland)'s Waters Corp position peaked at $980K in Q4 2021.
1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.