Stratos Wealth Partners’s Waters Corp WAT Stock Holding History

Stratos Wealth Partners’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 Q3	$242K	Sell	551 -39	-7%	-$15.6K	﹤0.01%	1522
2026 Q2	$221K	Buy	+590	New	+$201K	﹤0.01%	1577
2018 Q4	–	Sell	-1,351	Closed	-$263K	–	2483
2018 Q3	$263K	Sell	1,351 -115	-8%	-$22.3K	0.01%	759
2018 Q2	$284K	Sell	1,466 -700	-32%	-$138K	0.01%	767
2018 Q1	$430K	Sell	2,166 -240	-10%	-$49.6K	0.02%	596
2017 Q4	$465K	Buy	2,406 +206	+9%	+$39.8K	0.02%	534
2017 Q3	$395K	Buy	2,200 +31	+1%	+$5.62K	0.02%	578
2017 Q2	$399K	Hold	2,169	–	–	0.02%	531
2017 Q1	$339K	Buy	+2,169	New	+$324K	0.02%	538

Other funds holding WAT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Stratos Wealth Partners's WAT Position: Q3 2026 in Review

Stratos Wealth Partners reduced its Waters Corp (WAT) stake by 6.6% in Q3 2026, selling an estimated $15.6K and leaving 551 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Stratos Wealth Partners first reported a position in WAT in Q1 2017 and has held it in 9 quarters since. The position peaked at $465K in Q4 2017. 1,034 funds tracked by Wall St. Rank hold WAT as of Q3 2026.

Stratos Wealth Partners held 551 shares of Waters Corp worth $242K as of Q3 2026.
Stratos Wealth Partners sold 39 Waters Corp shares in Q3 2026, an estimated $15.6K.
Waters Corp made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q3 2026, its #1522 holding.
Stratos Wealth Partners first reported a position in Waters Corp in Q1 2017 and has held it in 9 quarters since.
Stratos Wealth Partners's Waters Corp position peaked at $465K in Q4 2017.
1,034 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on Stratos Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.