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Spartan Wealth Advisory Services LLC’s Waters Corp WAT Stock Holding History

Spartan Wealth Advisory Services 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 		$234K Sell
624
-97
-13% -$33.1K 0.02% 290
2026
Q1 		$215K Buy
+721
New +$247K 0.02% 294

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Vanguard Capital Management
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Vanguard Portfolio Management
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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

Spartan Wealth Advisory Services LLC's WAT Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Waters Corp (WAT) stake by 13% in Q2 2026, selling an estimated $33.1K and leaving 624 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #290.

Spartan Wealth Advisory Services LLC first reported a position in WAT in Q1 2026 and has held it in 2 quarters since. 1,115 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 624 shares of Waters Corp worth $234K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 97 Waters Corp shares in Q2 2026, an estimated $33.1K.
  • Waters Corp made up 0.02% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #290 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Waters Corp in Q1 2026 and has held it in 2 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.