Toth Financial Advisory’s Waters Corp WAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$218K Sell
582
-1,499
-72% -$511K 0.02% 229
2026
Q1
$620K Buy
+2,081
New +$712K 0.07% 149

Other funds holding WAT

Toth Financial Advisory's WAT Position: Q2 2026 in Review

Toth Financial Advisory reduced its Waters Corp (WAT) stake by 72% in Q2 2026, selling an estimated $511K and leaving 582 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #229.

Toth Financial Advisory first reported a position in WAT in Q1 2026 and has held it in 2 quarters since. The position peaked at $620K in Q1 2026. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Toth Financial Advisory held 582 shares of Waters Corp worth $218K as of Q2 2026.
  • Toth Financial Advisory sold 1,499 Waters Corp shares in Q2 2026, an estimated $511K.
  • Waters Corp made up 0.02% of Toth Financial Advisory's portfolio in Q2 2026, its #229 holding.
  • Toth Financial Advisory first reported a position in Waters Corp in Q1 2026 and has held it in 2 quarters since.
  • Toth Financial Advisory's Waters Corp position peaked at $620K in Q1 2026.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.