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Stiles Financial Services’s Waters Corp WAT Stock Holding History

Stiles Financial Services’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 		$237K Sell
633
-30
-5% -$10.2K 0.06% 168
2026
Q1 		$197K Hold
663
– – 0.06% 174
2025
Q4 		$252K Buy
+663
New +$244K 0.08% 156
2025
Q3 		– Sell
-663
Closed -$231K – 182
2025
Q2 		$231K Hold
663
– – 0.08% 164
2025
Q1 		$244K Sell
663
-100
-13% -$38.7K 0.09% 156
2024
Q4 		$283K Sell
763
-105
-12% -$38.4K 0.1% 152
2024
Q3 		$312K Hold
868
– – 0.11% 143
2024
Q2 		$252K Sell
868
-20
-2% -$6.38K 0.1% 161
2024
Q1 		$306K Hold
888
– – 0.12% 138
2023
Q4 		$292K Sell
888
-635
-42% -$175K 0.13% 136
2023
Q3 		$418K Hold
1,523
– – 0.22% 108
2023
Q2 		$406K Hold
1,523
– – 0.2% 119
2023
Q1 		$472K Buy
1,523
+100
+7% +$32.3K 0.25% 101
2022
Q4 		$487K Hold
1,423
– – 0.28% 97
2022
Q3 		$384K Buy
1,423
+30
+2% +$9.58K 0.23% 105
2022
Q2 		$461K Hold
1,393
– – 0.28% 98
2022
Q1 		$432K Sell
1,393
-35
-2% -$11.4K 0.22% 112
2021
Q4 		$532K Buy
+1,428
New +$499K 0.26% 102

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

Stiles Financial Services's WAT Position: Q2 2026 in Review

Stiles Financial Services reduced its Waters Corp (WAT) stake by 4.5% in Q2 2026, selling an estimated $10.2K and leaving 633 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #168.

Stiles Financial Services first reported a position in WAT in Q4 2021 and has held it in 18 quarters since. The position peaked at $532K in Q4 2021. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Stiles Financial Services held 633 shares of Waters Corp worth $237K as of Q2 2026.
  • Stiles Financial Services sold 30 Waters Corp shares in Q2 2026, an estimated $10.2K.
  • Waters Corp made up 0.06% of Stiles Financial Services's portfolio in Q2 2026, its #168 holding.
  • Stiles Financial Services first reported a position in Waters Corp in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's Waters Corp position peaked at $532K in Q4 2021.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.