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Moneta Group Investment Advisors’s Waters Corp WAT Stock Holding History

Moneta Group Investment 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
Q2 		$340K Buy
+906
New +$309K ﹤0.01% 652
2025
Q2 		– Sell
-553
Closed -$204K – 729
2025
Q1 		$204K Buy
+553
New +$214K ﹤0.01% 631
2022
Q1 		– Sell
-934
Closed -$348K – 499
2021
Q4 		$348K Sell
934
-1
-0.1% -$350 0.01% 357
2021
Q3 		$334K Buy
+935
New +$366K 0.02% 344

Other funds holding WAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Moneta Group Investment Advisors's WAT Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in Waters Corp (WAT) in Q2 2026: 906 shares worth $340K. The stake represents ﹤0.01% of the portfolio and ranks #652 among its holdings. This is a return to the name: Moneta Group Investment Advisors previously reported a position in WAT as recently as Q1 2025.

Moneta Group Investment Advisors first reported a position in WAT in Q3 2021 and has held it in 4 quarters since. The position peaked at $348K in Q4 2021. 1,183 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Moneta Group Investment Advisors held 906 shares of Waters Corp worth $340K as of Q2 2026.
  • Waters Corp was a new Moneta Group Investment Advisors position in Q2 2026.
  • Waters Corp made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #652 holding.
  • Moneta Group Investment Advisors first reported a position in Waters Corp in Q3 2021 and has held it in 4 quarters since.
  • Moneta Group Investment Advisors's Waters Corp position peaked at $348K in Q4 2021.
  • 1,183 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.