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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Twin Peaks Wealth Advisors's WAT Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Waters Corp (WAT) in Q1 2026: 58 shares worth $17.1K. The stake represents ﹤0.01% of the portfolio and ranks #789 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in WAT as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in WAT in Q2 2025 and has held it in 2 quarters since. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Twin Peaks Wealth Advisors held 58 shares of Waters Corp worth $17.1K as of Q1 2026.
  • Waters Corp was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Waters Corp made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #789 holding.
  • Twin Peaks Wealth Advisors first reported a position in Waters Corp in Q2 2025 and has held it in 2 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.