MWM
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Mission Wealth Management’s Waters Corp WAT Stock Holding History

Mission 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 		$900K Buy
3,021
+209
+7% +$71.5K 0.02% 340
2025
Q4 		$1.07M Sell
2,812
-240
-8% -$88.3K 0.02% 318
2025
Q3 		$915K Sell
3,052
-8
-0.3% -$2.41K 0.02% 349
2025
Q2 		$1.07M Buy
3,060
+18
+0.6% +$6.19K 0.02% 317
2025
Q1 		$1.12M Sell
3,042
-52
-2% -$20.1K 0.03% 274
2024
Q4 		$1.15M Sell
3,094
-83
-3% -$30.4K 0.03% 258
2024
Q3 		$1.14M Sell
3,177
-112
-3% -$36.5K 0.03% 261
2024
Q2 		$954K Sell
3,289
-75
-2% -$23.9K 0.03% 278
2024
Q1 		$1.16M Sell
3,364
-242
-7% -$79.5K 0.03% 263
2023
Q4 		$1.19M Buy
3,606
+201
+6% +$55.5K 0.04% 213
2023
Q3 		$934K Buy
3,405
+121
+4% +$33.4K 0.03% 231
2023
Q2 		$875K Buy
3,284
+370
+13% +$103K 0.03% 249
2023
Q1 		$902K Buy
2,914
+115
+4% +$37.2K 0.04% 235
2022
Q4 		$959K Buy
2,799
+76
+3% +$24K 0.05% 208
2022
Q3 		$734K Sell
2,723
-4
-0.1% -$1.28K 0.04% 237
2022
Q2 		$903K Buy
2,727
+471
+21% +$150K 0.05% 204
2022
Q1 		$701K Buy
2,256
+349
+18% +$114K 0.03% 259
2021
Q4 		$711K Buy
1,907
+4
+0.2% +$1.4K 0.03% 242
2021
Q3 		$680K Sell
1,903
-146
-7% -$57.2K 0.03% 238
2021
Q2 		$708K Sell
2,049
-37
-2% -$11.7K 0.04% 223
2021
Q1 		$593K Buy
2,086
+300
+17% +$81.9K 0.03% 232
2020
Q4 		$442K Buy
1,786
+118
+7% +$26.7K 0.03% 264
2020
Q3 		$326K Buy
1,668
+100
+6% +$20.8K 0.02% 265
2020
Q2 		$283K Buy
1,568
+136
+9% +$25.7K 0.02% 266
2020
Q1 		$261K Sell
1,432
-44
-3% -$9.28K 0.03% 237
2019
Q4 		$345K Buy
1,476
+76
+5% +$16.8K 0.03% 230
2019
Q3 		$313K Sell
1,400
-50
-3% -$10.8K 0.03% 226
2019
Q2 		$312K Buy
1,450
+35
+2% +$7.65K 0.04% 235
2019
Q1 		$356K Buy
1,415
+80
+6% +$18.2K 0.04% 206
2018
Q4 		$252K Buy
1,335
+268
+25% +$50.9K 0.03% 222
2018
Q3 		$208K Buy
+1,067
New +$207K 0.03% 270

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

Mission Wealth Management's WAT Position: Q1 2026 in Review

Mission Wealth Management increased its Waters Corp (WAT) stake by 7.4% in Q1 2026, buying an estimated $71.5K and bringing the position to 3,021 shares worth $900K. The position accounts for 0.02% of the portfolio, ranked #340.

Mission Wealth Management first reported a position in WAT in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.19M in Q4 2023. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Mission Wealth Management held 3,021 shares of Waters Corp worth $900K as of Q1 2026.
  • Mission Wealth Management bought 209 Waters Corp shares in Q1 2026, an estimated $71.5K.
  • Waters Corp made up 0.02% of Mission Wealth Management's portfolio in Q1 2026, its #340 holding.
  • Mission Wealth Management first reported a position in Waters Corp in Q3 2018 and has held it in 31 quarters since.
  • Mission Wealth Management's Waters Corp position peaked at $1.19M in Q4 2023.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.