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Sunrise Financial Services’s Waters Corp WAT Stock Holding History

Sunrise 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 		$10.5K Sell
28
-2
-7% -$682 0.01% 229
2026
Q1 		$8.93K Buy
+30
New +$10.3K 0.01% 241

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

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

Sunrise Financial Services reduced its Waters Corp (WAT) stake by 6.7% in Q2 2026, selling an estimated $682 and leaving 28 shares worth $10.5K. The position accounts for 0.01% of the portfolio, ranked #229.

Sunrise Financial Services first reported a position in WAT in Q1 2026 and has held it in 2 quarters since. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Sunrise Financial Services held 28 shares of Waters Corp worth $10.5K as of Q2 2026.
  • Sunrise Financial Services sold 2 Waters Corp shares in Q2 2026, an estimated $682.
  • Waters Corp made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #229 holding.
  • Sunrise Financial Services first reported a position in Waters Corp in Q1 2026 and has held it in 2 quarters since.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

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