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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
Q3 		$25K Buy
57
+3
+6% +$1.2K 0.01% 746
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

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

True Wealth Design's WAT Position: Q3 2026 in Review

True Wealth Design increased its Waters Corp (WAT) stake by 5.6% in Q3 2026, buying an estimated $1.2K and bringing the position to 57 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #746.

True Wealth Design first reported a position in WAT in Q4 2022 and has held it in 16 quarters since. The position peaked at $25.8K in Q1 2025. 82 funds tracked by Wall St. Rank hold WAT as of Q3 2026.

  • True Wealth Design held 57 shares of Waters Corp worth $25K as of Q3 2026.
  • True Wealth Design bought 3 Waters Corp shares in Q3 2026, an estimated $1.2K.
  • Waters Corp made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #746 holding.
  • True Wealth Design first reported a position in Waters Corp in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Waters Corp position peaked at $25.8K in Q1 2025.
  • 82 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.