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Waverly Advisors’s Waters Corp WAT Stock Holding History

Waverly 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 		$1.2M Sell
3,211
-33
-1% -$11.3K 0.01% 830
2026
Q1 		$966K Buy
3,244
+832
+34% +$285K 0.01% 845
2025
Q4 		$916K Buy
2,412
+178
+8% +$65.5K 0.01% 793
2025
Q3 		$670K Sell
2,234
-44
-2% -$13.3K 0.01% 755
2025
Q2 		$795K Sell
2,278
-52
-2% -$17.9K 0.01% 674
2025
Q1 		$859K Sell
2,330
-26
-1% -$10.1K 0.01% 638
2024
Q4 		$874K Buy
2,356
+56
+2% +$20.5K 0.01% 548
2024
Q3 		$828K Buy
2,300
+3
+0.1% +$977 0.02% 478
2024
Q2 		$666K Buy
+2,297
New +$733K 0.01% 513
2015
Q2 		– Sell
-110
Closed -$14K – 404
2015
Q1 		$14K Hold
110
– – 0.01% 232
2014
Q4 		$12K Buy
+110
New +$12.1K 0.01% 285

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 $3.38T AUM 44.17% 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

Waverly Advisors's WAT Position: Q2 2026 in Review

Waverly Advisors reduced its Waters Corp (WAT) stake by 1% in Q2 2026, selling an estimated $11.3K and leaving 3,211 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #830.

Waverly Advisors first reported a position in WAT in Q4 2014 and has held it in 11 quarters since. 1,185 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Waverly Advisors held 3,211 shares of Waters Corp worth $1.2M as of Q2 2026.
  • Waverly Advisors sold 33 Waters Corp shares in Q2 2026, an estimated $11.3K.
  • Waters Corp made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #830 holding.
  • Waverly Advisors first reported a position in Waters Corp in Q4 2014 and has held it in 11 quarters since.
  • 1,185 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.