Raymond James Financial
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Raymond James Financial’s Waters Corp WAT Stock Holding History

Raymond James Financial’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 		$34.3M Buy
115,325
+18,032
+19% +$6.17M 0.01% 1097
2025
Q4 		$37M Sell
97,293
-8,628
-8% -$3.17M 0.01% 1013
2025
Q3 		$31.8M Sell
105,921
-5,377
-5% -$1.62M 0.01% 1097
2025
Q2 		$38.8M Sell
111,298
-1,501
-1% -$516K 0.01% 916
2025
Q1 		$41.6M Buy
112,799
+3,888
+4% +$1.51M 0.02% 819
2024
Q4 		$40.4M Buy
+108,911
New +$39.8M 0.01% 852

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

Raymond James Financial's WAT Position: Q1 2026 in Review

Raymond James Financial increased its Waters Corp (WAT) stake by 19% in Q1 2026, buying an estimated $6.17M and bringing the position to 115,325 shares worth $34.3M. The position accounts for 0.01% of the portfolio, ranked #1097.

Raymond James Financial first reported a position in WAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $41.6M in Q1 2025. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Raymond James Financial held 115,325 shares of Waters Corp worth $34.3M as of Q1 2026.
  • Raymond James Financial bought 18,032 Waters Corp shares in Q1 2026, an estimated $6.17M.
  • Waters Corp made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1097 holding.
  • Raymond James Financial first reported a position in Waters Corp in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Waters Corp position peaked at $41.6M in Q1 2025.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.