Merit Financial Group
WAT icon

Merit Financial Group’s Waters Corp WAT Stock Holding History

Merit Financial Group’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
Q3 		$561K Buy
1,276
+54
+4% +$21.6K ﹤0.01% 1512
2026
Q2 		$458K Sell
1,222
-10
-0.8% -$3.41K ﹤0.01% 1552
2026
Q1 		$367K Buy
+1,232
New +$422K ﹤0.01% 1547
2025
Q3 		– Sell
-1,303
Closed -$455K – 1870
2025
Q2 		$455K Buy
+1,303
New +$448K 0.01% 1143

Other funds holding WAT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Merit Financial Group's WAT Position: Q3 2026 in Review

Merit Financial Group increased its Waters Corp (WAT) stake by 4.4% in Q3 2026, buying an estimated $21.6K and bringing the position to 1,276 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Merit Financial Group first reported a position in WAT in Q2 2025 and has held it in 4 quarters since. 1,034 funds tracked by Wall St. Rank hold WAT as of Q3 2026.

  • Merit Financial Group held 1,276 shares of Waters Corp worth $561K as of Q3 2026.
  • Merit Financial Group bought 54 Waters Corp shares in Q3 2026, an estimated $21.6K.
  • Waters Corp made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1512 holding.
  • Merit Financial Group first reported a position in Waters Corp in Q2 2025 and has held it in 4 quarters since.
  • 1,034 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.