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Wealthspire Advisors (New York)’s Waters Corp WAT Stock Holding History

Wealthspire Advisors (New York)’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 		$264K Sell
887
-381
-30% -$130K ﹤0.01% 762
2025
Q4 		$482K Buy
1,268
+1,196
+1,661% +$440K ﹤0.01% 621
2025
Q3 		$21.6K Buy
+72
New +$21.7K ﹤0.01% 1643
2019
Q1 		– Sell
-50
Closed -$9K – 786
2018
Q4 		$9K Buy
+50
New +$9.5K ﹤0.01% 538

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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

Wealthspire Advisors (New York)'s WAT Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Waters Corp (WAT) stake by 30% in Q1 2026, selling an estimated $130K and leaving 887 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Wealthspire Advisors (New York) first reported a position in WAT in Q4 2018 and has held it in 4 quarters since. The position peaked at $482K in Q4 2025. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Wealthspire Advisors (New York) held 887 shares of Waters Corp worth $264K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 381 Waters Corp shares in Q1 2026, an estimated $130K.
  • Waters Corp made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #762 holding.
  • Wealthspire Advisors (New York) first reported a position in Waters Corp in Q4 2018 and has held it in 4 quarters since.
  • Wealthspire Advisors (New York)'s Waters Corp position peaked at $482K in Q4 2025.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.