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 Q2	$383K	Buy	1,020 +133	+15%	+$45.4K	﹤0.01%	903
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

Other funds holding WAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s WAT Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Waters Corp (WAT) stake by 15% in Q2 2026, buying an estimated $45.4K and bringing the position to 1,020 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Wealthspire Advisors (New York) first reported a position in WAT in Q4 2018 and has held it in 5 quarters since. The position peaked at $482K in Q4 2025. 1,185 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

Wealthspire Advisors (New York) held 1,020 shares of Waters Corp worth $383K as of Q2 2026.
Wealthspire Advisors (New York) bought 133 Waters Corp shares in Q2 2026, an estimated $45.4K.
Waters Corp made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #903 holding.
Wealthspire Advisors (New York) first reported a position in Waters Corp in Q4 2018 and has held it in 5 quarters since.
Wealthspire Advisors (New York)'s Waters Corp position peaked at $482K in Q4 2025.
1,185 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.