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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Third View Private Wealth's WAT Position: Q2 2026 in Review

Third View Private Wealth reduced its Waters Corp (WAT) stake by 75% in Q2 2026, selling an estimated $1.28M and leaving 1,280 shares worth $480K. The position accounts for 0.06% of the portfolio, ranked #187.

Third View Private Wealth first reported a position in WAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.5M in Q1 2026. 643 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

Third View Private Wealth held 1,280 shares of Waters Corp worth $480K as of Q2 2026.
Third View Private Wealth sold 3,765 Waters Corp shares in Q2 2026, an estimated $1.28M.
Waters Corp made up 0.06% of Third View Private Wealth's portfolio in Q2 2026, its #187 holding.
Third View Private Wealth first reported a position in Waters Corp in Q4 2025 and has held it in 3 quarters since.
Third View Private Wealth's Waters Corp position peaked at $1.5M in Q1 2026.
643 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.