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Mowery & Schoenfeld Wealth Management’s Waters Corp WAT Stock Holding History

Mowery & Schoenfeld 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 		– Sell
-9
Closed -$3.42K – 493
2025
Q4 		$3.42K Hold
9
– – 0.01% 362
2025
Q3 		$2.7K Hold
9
– – ﹤0.01% 323
2025
Q2 		$3.14K Hold
9
– – ﹤0.01% 309
2025
Q1 		$3.32K Sell
9
-1
-10% -$387 0.01% 359
2024
Q4 		$3.71K Buy
+10
New +$3.66K 0.01% 333

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's WAT Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Waters Corp (WAT) in Q1 2026, closing a stake of 9 shares — an estimated $3.42K sold.

Mowery & Schoenfeld Wealth Management first reported a position in WAT in Q4 2024 and held it in 5 quarters. The position peaked at $3.71K in Q4 2024. 1,176 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Waters Corp position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 9 Waters Corp shares in Q1 2026, an estimated $3.42K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Waters Corp in Q4 2024 and held it in 5 quarters.
  • Mowery & Schoenfeld Wealth Management's Waters Corp position peaked at $3.71K in Q4 2024.
  • 1,176 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.