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Transamerica Financial Advisors’s Waters Corp WAT Stock Holding History

Transamerica Financial Advisors’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 		$49.6K Sell
132
-211
-62% -$72K ﹤0.01% 699
2026
Q1 		$102K Buy
343
+328
+2,187% +$112K 0.01% 524
2025
Q4 		$5.7K Sell
15
-1
-6% -$368 ﹤0.01% 938
2025
Q3 		$4.8K Buy
+16
New +$4.83K ﹤0.01% 874
2016
Q1 		– Sell
-1
Closed -$1K – 856
2015
Q4 		$1K Hold
1
– – ﹤0.01% 792
2015
Q3 		$1K Sell
1
-2
-67% -$253 ﹤0.01% 800
2015
Q2 		$1K Hold
3
– – ﹤0.01% 863
2015
Q1 		$1K Sell
3
-1
-25% -$119 ﹤0.01% 861
2014
Q4 		$1K Buy
4
+3
+300% +$329 ﹤0.01% 703
2014
Q3 		$1K Hold
1
– – ﹤0.01% 659
2014
Q2 		$1K Hold
1
– – ﹤0.01% 668
2014
Q1 		$1K Sell
1
-691
-100% -$74.9K ﹤0.01% 629
2013
Q4 		$70K Buy
692
+108
+18% +$10.9K 0.01% 312
2013
Q3 		$62K Buy
584
+191
+49% +$19.6K 0.01% 301
2013
Q2 		$40K Buy
+393
New +$37.6K 0.01% 307

Other funds holding WAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Transamerica Financial Advisors's WAT Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Waters Corp (WAT) stake by 62% in Q2 2026, selling an estimated $72K and leaving 132 shares worth $49.6K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Transamerica Financial Advisors first reported a position in WAT in Q2 2013 and has held it in 15 quarters since. The position peaked at $102K in Q1 2026. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Transamerica Financial Advisors held 132 shares of Waters Corp worth $49.6K as of Q2 2026.
  • Transamerica Financial Advisors sold 211 Waters Corp shares in Q2 2026, an estimated $72K.
  • Waters Corp made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #699 holding.
  • Transamerica Financial Advisors first reported a position in Waters Corp in Q2 2013 and has held it in 15 quarters since.
  • Transamerica Financial Advisors's Waters Corp position peaked at $102K in Q1 2026.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.