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OneDigital Investment Advisors’s Waters Corp WAT Stock Holding History

OneDigital 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 		$260K Buy
874
+75
+9% +$25.7K ﹤0.01% 1262
2025
Q4 		$303K Sell
799
-62
-7% -$22.8K ﹤0.01% 1200
2025
Q3 		$258K Sell
861
-242
-22% -$73K ﹤0.01% 1274
2025
Q2 		$385K Sell
1,103
-9
-0.8% -$3.09K ﹤0.01% 1028
2025
Q1 		$410K Buy
1,112
+235
+27% +$91K ﹤0.01% 935
2024
Q4 		$325K Buy
877
+26
+3% +$9.51K ﹤0.01% 1093
2024
Q3 		$306K Buy
851
+31
+4% +$10.1K ﹤0.01% 1143
2024
Q2 		$238K Buy
+820
New +$262K ﹤0.01% 1210
2017
Q3 		– Sell
-99
Closed -$18K – 1175
2017
Q2 		$18K Buy
+99
New +$17.2K 0.01% 789

Other funds holding WAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OneDigital Investment Advisors's WAT Position: Q1 2026 in Review

OneDigital Investment Advisors increased its Waters Corp (WAT) stake by 9.4% in Q1 2026, buying an estimated $25.7K and bringing the position to 874 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

OneDigital Investment Advisors first reported a position in WAT in Q2 2017 and has held it in 9 quarters since. The position peaked at $410K in Q1 2025. 1,171 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • OneDigital Investment Advisors held 874 shares of Waters Corp worth $260K as of Q1 2026.
  • OneDigital Investment Advisors bought 75 Waters Corp shares in Q1 2026, an estimated $25.7K.
  • Waters Corp made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1262 holding.
  • OneDigital Investment Advisors first reported a position in Waters Corp in Q2 2017 and has held it in 9 quarters since.
  • OneDigital Investment Advisors's Waters Corp position peaked at $410K in Q1 2025.
  • 1,171 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.