SOA Wealth Advisors’s Waters Corp WAT Stock Holding History

SOA Wealth 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	$1.5K	Hold	4	–	–	﹤0.01%	782
2026 Q1	$1.19K	Buy	+4	New	+$1.37K	﹤0.01%	736
2022 Q4	–	Sell	-2	Closed	–	–	1017
2022 Q3	$0	Hold	2	–	–	﹤0.01%	1003
2022 Q2	$0	Sell	2 -22	-92%	-$6.98K	﹤0.01%	1046
2022 Q1	$7K	Hold	24	–	–	﹤0.01%	645
2021 Q4	$8K	Hold	24	–	–	﹤0.01%	610
2021 Q3	$8K	Buy	24 +1	+4%	+$392	﹤0.01%	629
2021 Q2	$7K	Sell	23 -1	-4%	-$317	﹤0.01%	634
2021 Q1	$6K	Hold	24	–	–	﹤0.01%	605
2020 Q4	$6K	Buy	+24	New	+$5.44K	﹤0.01%	594

Other funds holding WAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SOA Wealth Advisors's WAT Position: Q2 2026 in Review

SOA Wealth Advisors held its Waters Corp (WAT) position steady in Q2 2026 at 4 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

SOA Wealth Advisors first reported a position in WAT in Q4 2020 and has held it in 10 quarters since. The position peaked at $8K in Q4 2021. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

SOA Wealth Advisors held 4 shares of Waters Corp worth $1.5K as of Q2 2026.
SOA Wealth Advisors left its Waters Corp share count unchanged in Q2 2026.
Waters Corp made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #782 holding.
SOA Wealth Advisors first reported a position in Waters Corp in Q4 2020 and has held it in 10 quarters since.
SOA Wealth Advisors's Waters Corp position peaked at $8K in Q4 2021.
1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.