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TFC Financial Management’s Waters Corp WAT Stock Holding History

TFC Financial Management’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 		$19.7K Buy
66
+31
+89% +$10.6K ﹤0.01% 358
2025
Q4 		$13.3K Buy
35
+1
+3% +$368 ﹤0.01% 378
2025
Q3 		$10.2K Sell
34
-118
-78% -$35.6K ﹤0.01% 405
2025
Q2 		$53.1K Sell
152
-56
-27% -$19.3K 0.01% 254
2025
Q1 		$76.7K Buy
208
+4
+2% +$1.55K 0.01% 216
2024
Q4 		$75.7K Hold
204
– – 0.01% 214
2024
Q3 		$73.4K Buy
204
+4
+2% +$1.3K 0.01% 224
2024
Q2 		$58K Buy
200
+199
+19,900% +$63.5K 0.01% 226
2024
Q1 		$345 Sell
1
-69
-99% -$22.7K ﹤0.01% 674
2023
Q4 		$23K Buy
70
+22
+46% +$6.08K ﹤0.01% 282
2023
Q3 		$13.2K Hold
48
– – ﹤0.01% 323
2023
Q2 		$12.8K Buy
48
+3
+7% +$835 ﹤0.01% 322
2023
Q1 		$13.9K Buy
45
+30
+200% +$9.7K ﹤0.01% 346
2022
Q4 		$5.14K Buy
+15
New +$4.75K ﹤0.01% 333

Other funds holding WAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TFC Financial Management's WAT Position: Q1 2026 in Review

TFC Financial Management increased its Waters Corp (WAT) stake by 89% in Q1 2026, buying an estimated $10.6K and bringing the position to 66 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

TFC Financial Management first reported a position in WAT in Q4 2022 and has held it in 14 quarters since. The position peaked at $76.7K in Q1 2025. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • TFC Financial Management held 66 shares of Waters Corp worth $19.7K as of Q1 2026.
  • TFC Financial Management bought 31 Waters Corp shares in Q1 2026, an estimated $10.6K.
  • Waters Corp made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #358 holding.
  • TFC Financial Management first reported a position in Waters Corp in Q4 2022 and has held it in 14 quarters since.
  • TFC Financial Management's Waters Corp position peaked at $76.7K in Q1 2025.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.