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Sunbelt Securities’s Waters Corp WAT Stock Holding History

Sunbelt Securities’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 		$108K Buy
363
+18
+5% +$6.16K 0.01% 813
2025
Q4 		$131K Buy
345
+7
+2% +$2.58K 0.01% 754
2025
Q3 		$101K Sell
338
-12
-3% -$3.62K 0.01% 817
2025
Q2 		$130K Hold
350
– – 0.01% 699
2025
Q1 		$129K Hold
350
– – 0.01% 672
2024
Q4 		$130K Buy
350
+339
+3,082% +$124K 0.01% 700
2024
Q3 		$3.96K Hold
11
– – ﹤0.01% 1490
2024
Q2 		$3.19K Hold
11
– – ﹤0.01% 1473
2024
Q1 		$3.79K Hold
11
– – ﹤0.01% 1413
2023
Q4 		$3.62K Hold
11
– – ﹤0.01% 1368
2023
Q3 		$3.02K Hold
11
– – ﹤0.01% 1405
2023
Q2 		$2.93K Hold
11
– – ﹤0.01% 1406
2023
Q1 		$3.35K Buy
+11
New +$3.56K ﹤0.01% 1369

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sunbelt Securities's WAT Position: Q1 2026 in Review

Sunbelt Securities increased its Waters Corp (WAT) stake by 5.2% in Q1 2026, buying an estimated $6.16K and bringing the position to 363 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #813.

Sunbelt Securities first reported a position in WAT in Q1 2023 and has held it in 13 quarters since. The position peaked at $131K in Q4 2025. 1,176 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Sunbelt Securities held 363 shares of Waters Corp worth $108K as of Q1 2026.
  • Sunbelt Securities bought 18 Waters Corp shares in Q1 2026, an estimated $6.16K.
  • Waters Corp made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #813 holding.
  • Sunbelt Securities first reported a position in Waters Corp in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's Waters Corp position peaked at $131K in Q4 2025.
  • 1,176 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.