Principia Wealth Advisory’s Waters Corp WAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.25K Buy
6
+1
+20% +$341 ﹤0.01% 557
2026
Q1
$1.49K Buy
5
+4
+400% +$1.37K ﹤0.01% 597
2025
Q4
$380 Hold
1
﹤0.01% 859
2025
Q3
$300 Sell
1
-14
-93% -$4.22K ﹤0.01% 857
2025
Q2
$5.24K Buy
15
+2
+15% +$688 ﹤0.01% 233
2025
Q1
$4.38K Buy
13
+11
+550% +$4.26K ﹤0.01% 196
2024
Q4
$742 Buy
+2
New +$732 ﹤0.01% 428

Other funds holding WAT

Principia Wealth Advisory's WAT Position: Q2 2026 in Review

Principia Wealth Advisory increased its Waters Corp (WAT) stake by 20% in Q2 2026, buying an estimated $341 and bringing the position to 6 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Principia Wealth Advisory first reported a position in WAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.24K in Q2 2025. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Principia Wealth Advisory held 6 shares of Waters Corp worth $2.25K as of Q2 2026.
  • Principia Wealth Advisory bought 1 Waters Corp share in Q2 2026, an estimated $341.
  • Waters Corp made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #557 holding.
  • Principia Wealth Advisory first reported a position in Waters Corp in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Waters Corp position peaked at $5.24K in Q2 2025.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.