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Pinnacle Wealth Management Advisory Group’s Waters Corp WAT Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$534K Buy
1,793
+42
+2% +$14.4K 0.04% 264
2025
Q4 		$665K Buy
1,751
+31
+2% +$11.4K 0.05% 217
2025
Q3 		$516K Sell
1,720
-80
-4% -$24.1K 0.04% 224
2025
Q2 		$628K Sell
1,800
-25
-1% -$8.6K 0.05% 190
2025
Q1 		$673K Sell
1,825
-97
-5% -$37.6K 0.06% 175
2024
Q4 		$713K Buy
1,922
+183
+11% +$66.9K 0.07% 167
2024
Q3 		$626K Buy
1,739
+5
+0.3% +$1.63K 0.06% 172
2024
Q2 		$503K Hold
1,734
– – 0.05% 196
2024
Q1 		$597K Hold
1,734
– – 0.06% 172
2023
Q4 		$571K Buy
1,734
+123
+8% +$34K 0.07% 163
2023
Q3 		$442K Buy
1,611
+31
+2% +$8.57K 0.06% 188
2023
Q2 		$421K Sell
1,580
-177
-10% -$49.3K 0.05% 199
2023
Q1 		$544K Buy
1,757
+16
+0.9% +$5.17K 0.07% 170
2022
Q4 		$596K Buy
1,741
+82
+5% +$25.9K 0.09% 158
2022
Q3 		$447K Buy
1,659
+16
+1% +$5.11K 0.07% 174
2022
Q2 		$544K Buy
1,643
+63
+4% +$20K 0.09% 163
2022
Q1 		$490K Hold
1,580
– – 0.07% 186
2021
Q4 		$589K Buy
+1,580
New +$553K 0.1% 160

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 $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
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

Pinnacle Wealth Management Advisory Group's WAT Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Waters Corp (WAT) stake by 2.4% in Q1 2026, buying an estimated $14.4K and bringing the position to 1,793 shares worth $534K. The position accounts for 0.04% of the portfolio, ranked #264.

Pinnacle Wealth Management Advisory Group first reported a position in WAT in Q4 2021 and has held it in 18 quarters since. The position peaked at $713K in Q4 2024. 1,171 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 1,793 shares of Waters Corp worth $534K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group bought 42 Waters Corp shares in Q1 2026, an estimated $14.4K.
  • Waters Corp made up 0.04% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #264 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Waters Corp in Q4 2021 and has held it in 18 quarters since.
  • Pinnacle Wealth Management Advisory Group's Waters Corp position peaked at $713K in Q4 2024.
  • 1,171 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.