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Spire Wealth Management’s Waters Corp WAT Stock Holding History

Spire 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 		$105K Sell
279
-14
-5% -$4.78K ﹤0.01% 963
2026
Q1 		$87.3K Buy
293
+46
+19% +$15.7K ﹤0.01% 1008
2025
Q4 		$93.8K Hold
247
– – ﹤0.01% 1005
2025
Q3 		$74.1K Sell
247
-24
-9% -$7.24K ﹤0.01% 1106
2025
Q2 		$94.6K Buy
271
+1
+0.4% +$344 ﹤0.01% 988
2025
Q1 		$99.5K Hold
270
– – ﹤0.01% 1037
2024
Q4 		$100K Sell
270
-222
-45% -$81.2K ﹤0.01% 1034
2024
Q3 		$177K Buy
492
+429
+681% +$140K 0.01% 765
2024
Q2 		$18.3K Sell
63
-153
-71% -$48.8K ﹤0.01% 1467
2024
Q1 		$74.4K Sell
216
-331
-61% -$109K ﹤0.01% 1087
2023
Q4 		$171K Sell
547
-13,624
-96% -$3.76M 0.01% 804
2023
Q3 		$3.89M Buy
14,171
+5,167
+57% +$1.43M 0.15% 157
2023
Q2 		$2.4M Buy
+9,004
New +$2.51M 0.09% 210
2022
Q3 		– Sell
-2
Closed -$1K – 2627
2022
Q2 		$1K Buy
+2
New +$635 ﹤0.01% 2600
2022
Q1 		– Sell
-6
Closed -$2K – 2899
2021
Q4 		$2K Buy
+6
New +$2.1K ﹤0.01% 2816

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

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

Spire Wealth Management reduced its Waters Corp (WAT) stake by 4.8% in Q2 2026, selling an estimated $4.78K and leaving 279 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Spire Wealth Management first reported a position in WAT in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.89M in Q3 2023. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Spire Wealth Management held 279 shares of Waters Corp worth $105K as of Q2 2026.
  • Spire Wealth Management sold 14 Waters Corp shares in Q2 2026, an estimated $4.78K.
  • Waters Corp made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #963 holding.
  • Spire Wealth Management first reported a position in Waters Corp in Q4 2021 and has held it in 15 quarters since.
  • Spire Wealth Management's Waters Corp position peaked at $3.89M in Q3 2023.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.