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Steward Partners Investment Advisory’s Waters Corp WAT Stock Holding History

Steward Partners Investment Advisory’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 		$609K Buy
1,623
+129
+9% +$44K ﹤0.01% 1594
2026
Q1 		$445K Buy
1,494
+1,359
+1,007% +$465K ﹤0.01% 1578
2025
Q4 		$51.3K Sell
135
-39
-22% -$14.3K ﹤0.01% 2656
2025
Q3 		$52.2K Buy
174
+83
+91% +$25K ﹤0.01% 2591
2025
Q2 		$31.8K Hold
91
– – ﹤0.01% 2706
2025
Q1 		$33.5K Sell
91
-3
-3% -$1.16K ﹤0.01% 2579
2024
Q4 		$34.9K Buy
94
+53
+129% +$19.4K ﹤0.01% 2529
2024
Q3 		$14.8K Buy
41
+4
+11% +$1.3K ﹤0.01% 2788
2024
Q2 		$10.7K Buy
37
+9
+32% +$2.87K ﹤0.01% 2796
2024
Q1 		$9.64K Buy
28
+2
+8% +$657 ﹤0.01% 2820
2023
Q4 		$8.56K Hold
26
– – ﹤0.01% 2771
2023
Q3 		$7.13K Hold
26
– – ﹤0.01% 2702
2023
Q2 		$6.93K Hold
26
– – ﹤0.01% 2686
2023
Q1 		$8.05K Hold
26
– – ﹤0.01% 2621
2022
Q4 		$8.91K Hold
26
– – ﹤0.01% 2578
2022
Q3 		$7K Hold
26
– – ﹤0.01% 2668
2022
Q2 		$9K Hold
26
– – ﹤0.01% 2579
2022
Q1 		$8K Hold
26
– – ﹤0.01% 2751
2021
Q4 		$10K Hold
26
– – ﹤0.01% 2614
2021
Q3 		$9K Hold
26
– – ﹤0.01% 2645
2021
Q2 		$9K Hold
26
– – ﹤0.01% 6270
2021
Q1 		$7.39K Hold
26
– – ﹤0.01% 2892
2020
Q4 		$6K Hold
26
– – ﹤0.01% 2486
2020
Q3 		$5K Hold
26
– – ﹤0.01% 2392
2020
Q2 		$5K Sell
26
-109
-81% -$20.6K ﹤0.01% 2295
2020
Q1 		$24K Buy
135
+109
+419% +$23K ﹤0.01% 1542
2019
Q4 		$6K Sell
26
-41
-61% -$9.06K ﹤0.01% 2201
2019
Q3 		$14K Hold
67
– – ﹤0.01% 1861
2019
Q2 		$14K Buy
+67
New +$14.6K ﹤0.01% 1852

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

Steward Partners Investment Advisory's WAT Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Waters Corp (WAT) stake by 8.6% in Q2 2026, buying an estimated $44K and bringing the position to 1,623 shares worth $609K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Steward Partners Investment Advisory first reported a position in WAT in Q2 2019 and has held it in 29 quarters since. 1,185 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Steward Partners Investment Advisory held 1,623 shares of Waters Corp worth $609K as of Q2 2026.
  • Steward Partners Investment Advisory bought 129 Waters Corp shares in Q2 2026, an estimated $44K.
  • Waters Corp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1594 holding.
  • Steward Partners Investment Advisory first reported a position in Waters Corp in Q2 2019 and has held it in 29 quarters since.
  • 1,185 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.