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Valeo Financial Advisors’s Waters Corp WAT Stock Holding History

Valeo 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
Q3 		$240K Buy
+546
New +$219K 0.01% 711
2020
Q3 		– Sell
-13
Closed -$2K – 2162
2020
Q2 		$2K Hold
13
– – ﹤0.01% 1806
2020
Q1 		$3K Buy
+13
New +$2.74K ﹤0.01% 1458
2018
Q4 		– Sell
-90
Closed -$17K – 1739
2018
Q3 		$17K Buy
+90
New +$17.4K ﹤0.01% 830

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

Valeo Financial Advisors's WAT Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in Waters Corp (WAT) in Q3 2026: 546 shares worth $240K. The stake represents 0.01% of the portfolio and ranks #711 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in WAT as recently as Q2 2020.

Valeo Financial Advisors first reported a position in WAT in Q3 2018 and has held it in 4 quarters since. 82 funds tracked by Wall St. Rank hold WAT as of Q3 2026.

  • Valeo Financial Advisors held 546 shares of Waters Corp worth $240K as of Q3 2026.
  • Waters Corp was a new Valeo Financial Advisors position in Q3 2026.
  • Waters Corp made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #711 holding.
  • Valeo Financial Advisors first reported a position in Waters Corp in Q3 2018 and has held it in 4 quarters since.
  • 82 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.