Root Financial Partners
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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
Q3 		$125K Buy
+285
New +$114K ﹤0.01% 627
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

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Veritas Asset Management
Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Root Financial Partners's WAT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Waters Corp (WAT) in Q3 2026: 285 shares worth $125K. The stake represents ﹤0.01% of the portfolio and ranks #627 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WAT as recently as Q1 2026.

Root Financial Partners first reported a position in WAT in Q3 2025 and has held it in 4 quarters since. 580 funds tracked by Wall St. Rank hold WAT as of Q3 2026.

  • Root Financial Partners held 285 shares of Waters Corp worth $125K as of Q3 2026.
  • Waters Corp was a new Root Financial Partners position in Q3 2026.
  • Waters Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #627 holding.
  • Root Financial Partners first reported a position in Waters Corp in Q3 2025 and has held it in 4 quarters since.
  • 580 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.