MWA
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Medallion Wealth Advisors’s Waters Corp WAT Stock Holding History

Medallion Wealth 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
Q1 		$5.06K Buy
+17
New +$5.82K ﹤0.01% 867

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

Medallion Wealth Advisors's WAT Position: Q1 2026 in Review

Medallion Wealth Advisors opened a new position in Waters Corp (WAT) in Q1 2026: 17 shares worth $5.06K. The stake represents ﹤0.01% of the portfolio and ranks #867 among its holdings.

1,171 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Medallion Wealth Advisors held 17 shares of Waters Corp worth $5.06K as of Q1 2026.
  • Waters Corp was a new Medallion Wealth Advisors position in Q1 2026.
  • Waters Corp made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #867 holding.
  • 1,171 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.