Planning Strategies Inc.’s Waters Corp WAT Stock Holding History

Planning Strategies Inc.’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	$4.88K	Buy	+13	New	+$4.43K	﹤0.01%	423

Other funds holding WAT

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

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

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Planning Strategies Inc.'s WAT Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Waters Corp (WAT) in Q2 2026: 13 shares worth $4.88K. The stake represents ﹤0.01% of the portfolio and ranks #423 among its holdings.

406 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

Planning Strategies Inc. held 13 shares of Waters Corp worth $4.88K as of Q2 2026.
Waters Corp was a new Planning Strategies Inc. position in Q2 2026.
Waters Corp made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #423 holding.
406 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.