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SHP Wealth Management’s Waters Corp WAT Stock Holding History

SHP Wealth Management’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 		$38.6K Buy
103
+9
+10% +$3.07K ﹤0.01% 607
2026
Q1 		$28K Buy
94
+10
+12% +$3.42K ﹤0.01% 633
2025
Q4 		$31.9K Buy
+84
New +$30.9K ﹤0.01% 583

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 $3.38T AUM 44.17% 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

SHP Wealth Management's WAT Position: Q2 2026 in Review

SHP Wealth Management increased its Waters Corp (WAT) stake by 9.6% in Q2 2026, buying an estimated $3.07K and bringing the position to 103 shares worth $38.6K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

SHP Wealth Management first reported a position in WAT in Q4 2025 and has held it in 3 quarters since. 1,185 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • SHP Wealth Management held 103 shares of Waters Corp worth $38.6K as of Q2 2026.
  • SHP Wealth Management bought 9 Waters Corp shares in Q2 2026, an estimated $3.07K.
  • Waters Corp made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #607 holding.
  • SHP Wealth Management first reported a position in Waters Corp in Q4 2025 and has held it in 3 quarters since.
  • 1,185 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.