RIA Advisory Group’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
$210K Buy
+561
New +$191K 0.05% 146
2023
Q4
Sell
-737
Closed -$202K 198
2023
Q3
$202K Sell
737
-19
-3% -$5.25K 0.09% 109
2023
Q2
$202K Sell
756
-15
-2% -$4.17K 0.09% 112
2023
Q1
$239K Sell
771
-85
-10% -$27.5K 0.11% 97
2022
Q4
$287K Buy
+856
New +$271K 0.17% 72

Other funds holding WAT

RIA Advisory Group's WAT Position: Q2 2026 in Review

RIA Advisory Group opened a new position in Waters Corp (WAT) in Q2 2026: 561 shares worth $210K. The stake represents 0.05% of the portfolio and ranks #146 among its holdings. This is a return to the name: RIA Advisory Group previously reported a position in WAT as recently as Q3 2023.

RIA Advisory Group first reported a position in WAT in Q4 2022 and has held it in 5 quarters since. The position peaked at $287K in Q4 2022. 1,179 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • RIA Advisory Group held 561 shares of Waters Corp worth $210K as of Q2 2026.
  • Waters Corp was a new RIA Advisory Group position in Q2 2026.
  • Waters Corp made up 0.05% of RIA Advisory Group's portfolio in Q2 2026, its #146 holding.
  • RIA Advisory Group first reported a position in Waters Corp in Q4 2022 and has held it in 5 quarters since.
  • RIA Advisory Group's Waters Corp position peaked at $287K in Q4 2022.
  • 1,179 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.