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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steward Partners Investment Advisory's WAT Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Waters Corp (WAT) stake by 1,007% in Q1 2026, buying an estimated $465K and bringing the position to 1,494 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

Steward Partners Investment Advisory first reported a position in WAT in Q2 2019 and has held it in 28 quarters since. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

Steward Partners Investment Advisory held 1,494 shares of Waters Corp worth $445K as of Q1 2026.
Steward Partners Investment Advisory bought 1,359 Waters Corp shares in Q1 2026, an estimated $465K.
Waters Corp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1578 holding.
Steward Partners Investment Advisory first reported a position in Waters Corp in Q2 2019 and has held it in 28 quarters since.
1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.