SFA
WAT icon

Sequoia Financial Advisors’s Waters Corp WAT Stock Holding History

Sequoia Financial Advisors’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 		$7.36M Buy
19,624
+409
+2% +$140K 0.04% 274
2026
Q1 		$5.72M Buy
19,215
+765
+4% +$262K 0.03% 294
2025
Q4 		$7.01M Buy
18,450
+1,068
+6% +$393K 0.04% 258
2025
Q3 		$5.21M Sell
17,382
-25
-0.1% -$7.54K 0.03% 298
2025
Q2 		$6.08M Buy
17,407
+705
+4% +$242K 0.04% 252
2025
Q1 		$6.16M Buy
16,702
+15,257
+1,056% +$5.91M 0.05% 241
2024
Q4 		$536K Sell
1,445
-26
-2% -$9.51K 0.01% 774
2024
Q3 		$529K Buy
1,471
+347
+31% +$113K 0.01% 724
2024
Q2 		$326K Buy
1,124
+115
+11% +$36.7K ﹤0.01% 852
2024
Q1 		$347K Sell
1,009
-328
-25% -$108K ﹤0.01% 805
2023
Q4 		$440K Buy
1,337
+400
+43% +$110K 0.01% 778
2023
Q3 		$257K Buy
937
+50
+6% +$13.8K ﹤0.01% 749
2023
Q2 		$236K Buy
887
+24
+3% +$6.68K ﹤0.01% 795
2023
Q1 		$267K Buy
863
+7
+0.8% +$2.26K 0.01% 666
2022
Q4 		$293K Buy
+856
New +$271K 0.01% 592

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

Sequoia Financial Advisors's WAT Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Waters Corp (WAT) stake by 2.1% in Q2 2026, buying an estimated $140K and bringing the position to 19,624 shares worth $7.36M. The position accounts for 0.04% of the portfolio, ranked #274.

Sequoia Financial Advisors first reported a position in WAT in Q4 2022 and has held it in 15 quarters since. 1,115 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Sequoia Financial Advisors held 19,624 shares of Waters Corp worth $7.36M as of Q2 2026.
  • Sequoia Financial Advisors bought 409 Waters Corp shares in Q2 2026, an estimated $140K.
  • Waters Corp made up 0.04% of Sequoia Financial Advisors's portfolio in Q2 2026, its #274 holding.
  • Sequoia Financial Advisors first reported a position in Waters Corp in Q4 2022 and has held it in 15 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.