TFA
WAT icon

Toth Financial Advisory’s Waters Corp WAT Stock Holding History

Toth Financial Advisory’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 		$169K Sell
384
-198
-34% -$79.3K 0.02% 246
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

SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SGH
Sivik Global Healthcare Greenwich, Connecticut $175M AUM 28.78% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

Toth Financial Advisory's WAT Position: Q3 2026 in Review

Toth Financial Advisory reduced its Waters Corp (WAT) stake by 34% in Q3 2026, selling an estimated $79.3K and leaving 384 shares worth $169K. The position accounts for 0.02% of the portfolio, ranked #246.

Toth Financial Advisory first reported a position in WAT in Q1 2026 and has held it in 3 quarters since. The position peaked at $620K in Q1 2026. 82 funds tracked by Wall St. Rank hold WAT as of Q3 2026.

  • Toth Financial Advisory held 384 shares of Waters Corp worth $169K as of Q3 2026.
  • Toth Financial Advisory sold 198 Waters Corp shares in Q3 2026, an estimated $79.3K.
  • Waters Corp made up 0.02% of Toth Financial Advisory's portfolio in Q3 2026, its #246 holding.
  • Toth Financial Advisory first reported a position in Waters Corp in Q1 2026 and has held it in 3 quarters since.
  • Toth Financial Advisory's Waters Corp position peaked at $620K in Q1 2026.
  • 82 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.