TWD
WAT icon

True Wealth Design’s Waters Corp WAT Stock Holding History

True Wealth Design’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 		$20.3K Sell
54
-13
-19% -$4.43K ﹤0.01% 801
2026
Q1 		$20K Buy
67
+38
+131% +$13K 0.01% 721
2025
Q4 		$11K Hold
29
– – ﹤0.01% 820
2025
Q3 		$8.7K Buy
29
+20
+222% +$6.04K ﹤0.01% 887
2025
Q2 		$3.14K Sell
9
-61
-87% -$21K ﹤0.01% 995
2025
Q1 		$25.8K Buy
70
+60
+600% +$23.2K 0.01% 300
2024
Q4 		$3.71K Buy
10
+6
+150% +$2.19K ﹤0.01% 596
2024
Q3 		$1.44K Buy
4
+1
+33% +$326 ﹤0.01% 877
2024
Q2 		$871 Buy
3
+1
+50% +$319 ﹤0.01% 537
2024
Q1 		$689 Buy
2
+1
+100% +$329 ﹤0.01% 553
2023
Q4 		$330 Hold
1
– – ﹤0.01% 590
2023
Q3 		$275 Hold
1
– – ﹤0.01% 581
2023
Q2 		$267 Hold
1
– – ﹤0.01% 609
2023
Q1 		$310 Hold
1
– – ﹤0.01% 651
2022
Q4 		$343 Buy
+1
New +$316 ﹤0.01% 553

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

True Wealth Design's WAT Position: Q2 2026 in Review

True Wealth Design reduced its Waters Corp (WAT) stake by 19% in Q2 2026, selling an estimated $4.43K and leaving 54 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

True Wealth Design first reported a position in WAT in Q4 2022 and has held it in 15 quarters since. The position peaked at $25.8K in Q1 2025. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • True Wealth Design held 54 shares of Waters Corp worth $20.3K as of Q2 2026.
  • True Wealth Design sold 13 Waters Corp shares in Q2 2026, an estimated $4.43K.
  • Waters Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #801 holding.
  • True Wealth Design first reported a position in Waters Corp in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Waters Corp position peaked at $25.8K in Q1 2025.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.