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Plante Moran Financial Advisors’s Waters Corp WAT Stock Holding History

Plante Moran Financial 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
Q2 		$375 Hold
1
– – ﹤0.01% 1228
2026
Q1 		$298 Buy
+1
New +$342 ﹤0.01% 692
2024
Q4 		– Sell
-238
Closed -$85.7K – 994
2024
Q3 		$85.7K Buy
+238
New +$77.5K 0.01% 303
2022
Q1 		– Sell
-16
Closed -$6K – 1022
2021
Q4 		$6K Buy
+16
New +$5.6K ﹤0.01% 799
2017
Q1 		– Sell
-90
Closed -$12K – 1045
2016
Q4 		$12K Buy
90
+3
+3% +$428 0.01% 565
2016
Q3 		$14K Buy
+87
New +$13.5K 0.01% 547
2016
Q2 		– Sell
-118
Closed -$16K – 945
2016
Q1 		$16K Hold
118
– – 0.01% 414
2015
Q4 		$16K Buy
+118
New +$15.2K 0.01% 491

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

Plante Moran Financial Advisors's WAT Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Waters Corp (WAT) position steady in Q2 2026 at 1 share worth $375. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Plante Moran Financial Advisors first reported a position in WAT in Q4 2015 and has held it in 8 quarters since. The position peaked at $85.7K in Q3 2024. 1,115 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Plante Moran Financial Advisors held 1 share of Waters Corp worth $375 as of Q2 2026.
  • Plante Moran Financial Advisors left its Waters Corp share count unchanged in Q2 2026.
  • Waters Corp made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1228 holding.
  • Plante Moran Financial Advisors first reported a position in Waters Corp in Q4 2015 and has held it in 8 quarters since.
  • Plante Moran Financial Advisors's Waters Corp position peaked at $85.7K in Q3 2024.
  • 1,115 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.