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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SHP Wealth Management's WAT Position: Q1 2026 in Review

SHP Wealth Management increased its Waters Corp (WAT) stake by 12% in Q1 2026, buying an estimated $3.42K and bringing the position to 94 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

SHP Wealth Management first reported a position in WAT in Q4 2025 and has held it in 2 quarters since. The position peaked at $31.9K in Q4 2025. 1,173 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • SHP Wealth Management held 94 shares of Waters Corp worth $28K as of Q1 2026.
  • SHP Wealth Management bought 10 Waters Corp shares in Q1 2026, an estimated $3.42K.
  • Waters Corp made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #633 holding.
  • SHP Wealth Management first reported a position in Waters Corp in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Waters Corp position peaked at $31.9K in Q4 2025.
  • 1,173 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.