Next Level Wealth Planning’s Waters Corp WAT Stock Holding History

Next Level Wealth Planning’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 Q3	$28.6K	Buy	+65	New	+$26K	0.01%	223

Other funds holding WAT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Next Level Wealth Planning's WAT Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Waters Corp (WAT) in Q3 2026: 65 shares worth $28.6K. The stake represents 0.01% of the portfolio and ranks #223 among its holdings.

630 funds tracked by Wall St. Rank hold WAT as of Q3 2026.

Next Level Wealth Planning held 65 shares of Waters Corp worth $28.6K as of Q3 2026.
Waters Corp was a new Next Level Wealth Planning position in Q3 2026.
Waters Corp made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #223 holding.
630 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.