Mission Wealth Management’s Waters Corp WAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.69M | Buy |
4,494
+1,473
| +49% | +$502K | 0.02% | 346 |
|
|
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
Mission Wealth Management's WAT Position: Q2 2026 in Review
Mission Wealth Management increased its Waters Corp (WAT) stake by 49% in Q2 2026, buying an estimated $502K and bringing the position to 4,494 shares worth $1.69M. The position accounts for 0.02% of the portfolio, ranked #346.
Mission Wealth Management first reported a position in WAT in Q3 2018 and has held it in 32 quarters since. 1,179 funds tracked by Wall St. Rank hold WAT as of Q2 2026.
- Mission Wealth Management held 4,494 shares of Waters Corp worth $1.69M as of Q2 2026.
- Mission Wealth Management bought 1,473 Waters Corp shares in Q2 2026, an estimated $502K.
- Waters Corp made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #346 holding.
- Mission Wealth Management first reported a position in Waters Corp in Q3 2018 and has held it in 32 quarters since.
- 1,179 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.
Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.