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Rothschild Investment LLC’s Waters Corp WAT Stock Holding History

Rothschild Investment LLC’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 		$110K Buy
292
+24
+9% +$8.19K ﹤0.01% 1026
2026
Q1 		$79.8K Buy
268
+81
+43% +$27.7K ﹤0.01% 974
2025
Q4 		$71K Sell
187
-97
-34% -$35.7K ﹤0.01% 922
2025
Q3 		$85.1K Buy
284
+12
+4% +$3.62K ﹤0.01% 840
2025
Q2 		$94.9K Sell
272
-25
-8% -$8.6K 0.01% 655
2025
Q1 		$109K Buy
297
+4
+1% +$1.55K 0.01% 612
2024
Q4 		$109K Buy
293
+55
+23% +$20.1K 0.01% 619
2024
Q3 		$85.7K Sell
238
-81
-25% -$26.4K 0.01% 682
2024
Q2 		$92.5K Buy
319
+3
+0.9% +$957 0.01% 638
2024
Q1 		$109K Hold
316
– – 0.01% 585
2023
Q4 		$104K Buy
+316
New +$87.3K 0.01% 526

Other funds holding WAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Rothschild Investment LLC's WAT Position: Q2 2026 in Review

Rothschild Investment LLC increased its Waters Corp (WAT) stake by 9% in Q2 2026, buying an estimated $8.19K and bringing the position to 292 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Rothschild Investment LLC first reported a position in WAT in Q4 2023 and has held it in 11 quarters since. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Rothschild Investment LLC held 292 shares of Waters Corp worth $110K as of Q2 2026.
  • Rothschild Investment LLC bought 24 Waters Corp shares in Q2 2026, an estimated $8.19K.
  • Waters Corp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1026 holding.
  • Rothschild Investment LLC first reported a position in Waters Corp in Q4 2023 and has held it in 11 quarters since.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.