Wealth Enhancement Advisory Services
WAT icon

Wealth Enhancement Advisory Services’s Waters Corp WAT Stock Holding History

Wealth Enhancement Advisory Services’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 		$5.45M Sell
15,755
-78
-0.5% -$26.6K 0.01% 957
2026
Q1 		$4.41M Buy
15,833
+2,466
+18% +$844K 0.01% 949
2025
Q4 		$5.36M Buy
13,367
+248
+2% +$91.3K 0.01% 971
2025
Q3 		$4.18M Buy
13,119
+1,754
+15% +$529K 0.01% 1034
2025
Q2 		$3.98M Sell
11,365
-254
-2% -$87.3K 0.01% 1003
2025
Q1 		$4.28M Buy
11,619
+7,301
+169% +$2.83M 0.01% 889
2024
Q4 		$1.6M Buy
4,318
+593
+16% +$217K ﹤0.01% 1294
2024
Q3 		$1.34M Sell
3,725
-3
-0.1% -$977 ﹤0.01% 1251
2024
Q2 		$1.08M Buy
3,728
+107
+3% +$34.1K ﹤0.01% 1243
2024
Q1 		$1.25M Buy
3,621
+146
+4% +$48K ﹤0.01% 1137
2023
Q4 		$1.14M Buy
3,475
+172
+5% +$47.5K ﹤0.01% 1114
2023
Q3 		$906K Buy
+3,303
New +$913K ﹤0.01% 1144
2023
Q2 		– Sell
-2,325
Closed -$720K – 571
2023
Q1 		$720K Sell
2,325
-336
-13% -$109K 0.01% 350
2022
Q4 		$863K Sell
2,661
-18,770
-88% -$5.94M 0.01% 237
2022
Q3 		$5.92M Sell
21,431
-2,871
-12% -$916K 0.08% 109
2022
Q2 		$8.41M Sell
24,302
-1,676
-6% -$532K 0.12% 88
2022
Q1 		$8.06M Buy
25,978
+1,484
+6% +$483K 0.11% 97
2021
Q4 		$7.96M Buy
+24,494
New +$8.57M 0.11% 82

Other funds holding WAT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
III
Independent Investors Inc Nesconset, New York $524M AUM 29.67% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Wealth Enhancement Advisory Services's WAT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Waters Corp (WAT) stake by 0.49% in Q2 2026, selling an estimated $26.6K and leaving 15,755 shares worth $5.45M. The position accounts for 0.01% of the portfolio, ranked #957.

Wealth Enhancement Advisory Services first reported a position in WAT in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.41M in Q2 2022. 196 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 15,755 shares of Waters Corp worth $5.45M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 78 Waters Corp shares in Q2 2026, an estimated $26.6K.
  • Waters Corp made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #957 holding.
  • Wealth Enhancement Advisory Services first reported a position in Waters Corp in Q4 2021 and has held it in 18 quarters since.
  • Wealth Enhancement Advisory Services's Waters Corp position peaked at $8.41M in Q2 2022.
  • 196 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.