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Nvest Wealth Strategies’s Waters Corp WAT Stock Holding History

Nvest Wealth Strategies’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 		$10.9K Hold
29
– – 0.01% 116
2026
Q1 		$8.64K Hold
29
– – 0.01% 126
2025
Q4 		$11K Buy
+29
New +$10.7K 0.01% 112

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Nvest Wealth Strategies's WAT Position: Q2 2026 in Review

Nvest Wealth Strategies held its Waters Corp (WAT) position steady in Q2 2026 at 29 shares worth $10.9K. The position accounts for 0.01% of the portfolio, ranked #116.

Nvest Wealth Strategies first reported a position in WAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $11K in Q4 2025. 643 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Nvest Wealth Strategies held 29 shares of Waters Corp worth $10.9K as of Q2 2026.
  • Nvest Wealth Strategies left its Waters Corp share count unchanged in Q2 2026.
  • Waters Corp made up 0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #116 holding.
  • Nvest Wealth Strategies first reported a position in Waters Corp in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Waters Corp position peaked at $11K in Q4 2025.
  • 643 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.