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True Link Financial Advisors’s Waters Corp WAT Stock Holding History

True Link 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 		– Sell
-31
Closed -$9.23K – 405
2026
Q1 		$9.23K Buy
+31
New +$10.6K ﹤0.01% 329

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Vanguard Capital Management
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Vanguard Portfolio Management
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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

True Link Financial Advisors's WAT Position: Q2 2026 in Review

True Link Financial Advisors sold out of Waters Corp (WAT) in Q2 2026, closing a stake of 31 shares — an estimated $9.23K sold.

True Link Financial Advisors first reported a position in WAT in Q1 2026 and held it in 1 quarter. The position peaked at $9.23K in Q1 2026. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • True Link Financial Advisors reported no remaining Waters Corp position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 31 Waters Corp shares in Q2 2026, an estimated $9.23K.
  • True Link Financial Advisors first reported a position in Waters Corp in Q1 2026 and held it in 1 quarter.
  • True Link Financial Advisors's Waters Corp position peaked at $9.23K in Q1 2026.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.