Third View Private Wealth
WAT icon

Third View Private Wealth’s Waters Corp WAT Stock Holding History

Third View Private Wealth’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 		$312K Sell
711
-569
-44% -$228K 0.04% 223
2026
Q2 		$480K Sell
1,280
-3,765
-75% -$1.28M 0.06% 187
2026
Q1 		$1.5M Buy
5,045
+3,638
+259% +$1.24M 0.21% 97
2025
Q4 		$534K Buy
+1,407
New +$518K 0.07% 165

Other funds holding WAT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Veritas Asset Management
Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Third View Private Wealth's WAT Position: Q3 2026 in Review

Third View Private Wealth reduced its Waters Corp (WAT) stake by 44% in Q3 2026, selling an estimated $228K and leaving 711 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #223.

Third View Private Wealth first reported a position in WAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.5M in Q1 2026. 630 funds tracked by Wall St. Rank hold WAT as of Q3 2026.

  • Third View Private Wealth held 711 shares of Waters Corp worth $312K as of Q3 2026.
  • Third View Private Wealth sold 569 Waters Corp shares in Q3 2026, an estimated $228K.
  • Waters Corp made up 0.04% of Third View Private Wealth's portfolio in Q3 2026, its #223 holding.
  • Third View Private Wealth first reported a position in Waters Corp in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's Waters Corp position peaked at $1.5M in Q1 2026.
  • 630 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.