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
Q3
– Sell
-561
Closed -$210K – 163
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: Q3 2026 in Review

RIA Advisory Group sold out of Waters Corp (WAT) in Q3 2026, closing a stake of 561 shares — an estimated $210K sold.

RIA Advisory Group first reported a position in WAT in Q4 2022 and held it in 5 quarters. The position peaked at $287K in Q4 2022. 318 funds tracked by Wall St. Rank hold WAT as of Q3 2026.

  • RIA Advisory Group reported no remaining Waters Corp position as of Q3 2026 after selling out during the quarter.
  • RIA Advisory Group sold 561 Waters Corp shares in Q3 2026, an estimated $210K.
  • RIA Advisory Group first reported a position in Waters Corp in Q4 2022 and held it in 5 quarters.
  • RIA Advisory Group's Waters Corp position peaked at $287K in Q4 2022.
  • 318 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.