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Principal Securities’s Waters Corp WAT Stock Holding History

Principal Securities’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 		$513K Buy
1,724
+130
+8% +$44.5K 0.01% 978
2025
Q4 		$605K Buy
1,594
+135
+9% +$49.7K 0.01% 865
2025
Q3 		$437K Sell
1,459
-139
-9% -$41.9K 0.01% 955
2025
Q2 		$558K Buy
1,598
+178
+13% +$61.2K 0.01% 816
2025
Q1 		$527K Hold
1,420
– – 0.01% 750
2024
Q4 		$527K Buy
1,420
+213
+18% +$77.9K 0.01% 747
2024
Q3 		$434K Buy
1,207
+123
+11% +$40K 0.01% 807
2024
Q2 		$314K Buy
1,084
+84
+8% +$26.8K 0.01% 860
2024
Q1 		$344K Buy
1,000
+89
+10% +$29.3K 0.01% 813
2023
Q4 		$300K Buy
+911
New +$252K 0.01% 788

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

Principal Securities's WAT Position: Q1 2026 in Review

Principal Securities increased its Waters Corp (WAT) stake by 8.2% in Q1 2026, buying an estimated $44.5K and bringing the position to 1,724 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #978.

Principal Securities first reported a position in WAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $605K in Q4 2025. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Principal Securities held 1,724 shares of Waters Corp worth $513K as of Q1 2026.
  • Principal Securities bought 130 Waters Corp shares in Q1 2026, an estimated $44.5K.
  • Waters Corp made up 0.01% of Principal Securities's portfolio in Q1 2026, its #978 holding.
  • Principal Securities first reported a position in Waters Corp in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Waters Corp position peaked at $605K in Q4 2025.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.