Wedmont Private Capital’s Waters Corp WAT Stock Holding History

Wedmont Private Capital’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	$300K	Buy	+796	New	+$272K	0.01%	738
2025 Q1	–	Sell	-530	Closed	-$202K	–	770
2024 Q4	$202K	Buy	+530	New	+$194K	0.01%	668
2022 Q3	–	Sell	-906	Closed	-$300K	–	407
2022 Q2	$300K	Buy	+906	New	+$288K	0.06%	236

Other funds holding WAT

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wedmont Private Capital's WAT Position: Q2 2026 in Review

Wedmont Private Capital opened a new position in Waters Corp (WAT) in Q2 2026: 796 shares worth $300K. The stake represents 0.01% of the portfolio and ranks #738 among its holdings. This is a return to the name: Wedmont Private Capital previously reported a position in WAT as recently as Q4 2024.

Wedmont Private Capital first reported a position in WAT in Q2 2022 and has held it in 3 quarters since. The position peaked at $300K in Q2 2022. 163 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

Wedmont Private Capital held 796 shares of Waters Corp worth $300K as of Q2 2026.
Waters Corp was a new Wedmont Private Capital position in Q2 2026.
Waters Corp made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #738 holding.
Wedmont Private Capital first reported a position in Waters Corp in Q2 2022 and has held it in 3 quarters since.
Wedmont Private Capital's Waters Corp position peaked at $300K in Q2 2022.
163 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.