Meridian Wealth Management’s Waters Corp WAT Stock Holding History

Meridian 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 Q2	$288K	Sell	769 -7,813	-91%	-$2.67M	0.01%	689
2026 Q1	$2.56M	Sell	8,582 -28	-0.3%	-$9.58K	0.09%	196
2025 Q4	$3.27M	Sell	8,610 -130	-1%	-$47.8K	0.12%	163
2025 Q3	$2.62M	Sell	8,740 -301	-3%	-$90.8K	0.1%	180
2025 Q2	$3.16M	Sell	9,041 -14	-0.2%	-$4.81K	0.13%	154
2025 Q1	$3.34M	Buy	9,055 +159	+2%	+$61.6K	0.16%	141
2024 Q4	$3.3M	Buy	8,896 +137	+2%	+$50.1K	0.16%	140
2024 Q3	$3.15M	Buy	+8,759	New	+$2.85M	0.15%	142
2024 Q1	–	Sell	-8,011	Closed	-$2.64M	–	572
2023 Q4	$2.64M	Buy	+8,011	New	+$2.21M	0.17%	135

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

Meridian Wealth Management's WAT Position: Q2 2026 in Review

Meridian Wealth Management reduced its Waters Corp (WAT) stake by 91% in Q2 2026, selling an estimated $2.67M and leaving 769 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #689.

Meridian Wealth Management first reported a position in WAT in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.34M in Q1 2025. 1,179 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

Meridian Wealth Management held 769 shares of Waters Corp worth $288K as of Q2 2026.
Meridian Wealth Management sold 7,813 Waters Corp shares in Q2 2026, an estimated $2.67M.
Waters Corp made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #689 holding.
Meridian Wealth Management first reported a position in Waters Corp in Q4 2023 and has held it in 9 quarters since.
Meridian Wealth Management's Waters Corp position peaked at $3.34M in Q1 2025.
1,179 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.