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Pinnacle Wealth Planning Services’s Waters Corp WAT Stock Holding History

Pinnacle Wealth Planning Services’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 		$36.2K Buy
97
+9
+10% +$3.07K ﹤0.01% 1495
2026
Q1 		$26.1K Buy
88
+28
+47% +$9.58K ﹤0.01% 1553
2025
Q4 		$22.6K Buy
+60
New +$22.1K ﹤0.01% 1658
2021
Q1 		– Sell
-63
Closed -$16K – 1924
2020
Q4 		$16K Buy
+63
New +$14.3K ﹤0.01% 1247

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pinnacle Wealth Planning Services's WAT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Waters Corp (WAT) stake by 10% in Q2 2026, buying an estimated $3.07K and bringing the position to 97 shares worth $36.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

Pinnacle Wealth Planning Services first reported a position in WAT in Q4 2020 and has held it in 4 quarters since. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 97 shares of Waters Corp worth $36.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 9 Waters Corp shares in Q2 2026, an estimated $3.07K.
  • Waters Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1495 holding.
  • Pinnacle Wealth Planning Services first reported a position in Waters Corp in Q4 2020 and has held it in 4 quarters since.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.