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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mount Yale Investment Advisors's WAT Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Waters Corp (WAT) in Q1 2026: 1,665 shares worth $496K. The stake represents 0.01% of the portfolio and ranks #723 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in WAT as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in WAT in Q1 2018 and has held it in 14 quarters since. 1,173 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

Mount Yale Investment Advisors held 1,665 shares of Waters Corp worth $496K as of Q1 2026.
Waters Corp was a new Mount Yale Investment Advisors position in Q1 2026.
Waters Corp made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #723 holding.
Mount Yale Investment Advisors first reported a position in Waters Corp in Q1 2018 and has held it in 14 quarters since.
1,173 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.