MYIA
WAT icon

Mount Yale Investment Advisors’s Waters Corp WAT Stock Holding History

Mount Yale 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 		$623K Sell
1,662
-3
-0.2% -$1.02K 0.01% 715
2026
Q1 		$496K Buy
+1,665
New +$570K 0.01% 723
2025
Q3 		– Sell
-1,225
Closed -$428K – 1594
2025
Q2 		$428K Buy
1,225
+99
+9% +$34K 0.03% 375
2025
Q1 		$415K Sell
1,126
-91
-7% -$35.2K 0.04% 366
2024
Q4 		$451K Sell
1,217
-80
-6% -$29.3K 0.04% 360
2024
Q3 		$467K Buy
1,297
+9
+0.7% +$2.93K 0.04% 361
2024
Q2 		$374K Buy
1,288
+6
+0.5% +$1.92K 0.03% 395
2024
Q1 		$441K Buy
1,282
+661
+106% +$217K 0.03% 380
2023
Q4 		$204K Sell
621
-809
-57% -$223K 0.02% 474
2023
Q3 		$392K Buy
1,430
+179
+14% +$49.5K 0.04% 346
2023
Q2 		$333K Buy
1,251
+590
+89% +$164K 0.04% 370
2023
Q1 		$205K Buy
+661
New +$214K 0.02% 462
2018
Q4 		– Sell
-59
Closed -$12K – 783
2018
Q3 		$12K Hold
59
– – ﹤0.01% 844
2018
Q2 		$11K Hold
59
– – ﹤0.01% 868
2018
Q1 		$12K Buy
+59
New +$12.2K ﹤0.01% 832

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's WAT Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Waters Corp (WAT) stake by 0.18% in Q2 2026, selling an estimated $1.02K and leaving 1,662 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #715.

Mount Yale Investment Advisors first reported a position in WAT in Q1 2018 and has held it in 15 quarters since. 1,185 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Mount Yale Investment Advisors held 1,662 shares of Waters Corp worth $623K as of Q2 2026.
  • Mount Yale Investment Advisors sold 3 Waters Corp shares in Q2 2026, an estimated $1.02K.
  • Waters Corp made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #715 holding.
  • Mount Yale Investment Advisors first reported a position in Waters Corp in Q1 2018 and has held it in 15 quarters since.
  • 1,185 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.