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Root Financial Partners’s Waters Corp WAT Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-198
Closed -$59K – 3147
2026
Q1 		$59K Buy
198
+83
+72% +$28.4K ﹤0.01% 802
2025
Q4 		$43.7K Buy
115
+28
+32% +$10.3K ﹤0.01% 774
2025
Q3 		$26.1K Buy
+87
New +$26.3K ﹤0.01% 980

Other funds holding WAT

RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Root Financial Partners's WAT Position: Q2 2026 in Review

Root Financial Partners sold out of Waters Corp (WAT) in Q2 2026, closing a stake of 198 shares — an estimated $59K sold.

Root Financial Partners first reported a position in WAT in Q3 2025 and held it in 3 quarters. The position peaked at $59K in Q1 2026. 406 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Root Financial Partners reported no remaining Waters Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 198 Waters Corp shares in Q2 2026, an estimated $59K.
  • Root Financial Partners first reported a position in Waters Corp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Waters Corp position peaked at $59K in Q1 2026.
  • 406 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.