TPWA
WAT icon

Twin Peaks Wealth Advisors’s Waters Corp WAT Stock Holding History

Twin Peaks Wealth 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
-58
Closed -$17.1K – 2186
2026
Q1 		$17.1K Buy
+58
New +$19.8K ﹤0.01% 789
2025
Q3 		– Sell
-31
Closed -$8.72K – 2112
2025
Q2 		$8.72K Buy
+31
New +$10.7K ﹤0.01% 1010

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

Twin Peaks Wealth Advisors's WAT Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Waters Corp (WAT) in Q2 2026, closing a stake of 58 shares — an estimated $17.1K sold.

Twin Peaks Wealth Advisors first reported a position in WAT in Q2 2025 and held it in 2 quarters. The position peaked at $17.1K in Q1 2026. 1,185 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Waters Corp position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 58 Waters Corp shares in Q2 2026, an estimated $17.1K.
  • Twin Peaks Wealth Advisors first reported a position in Waters Corp in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Waters Corp position peaked at $17.1K in Q1 2026.
  • 1,185 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.