Back to WAT
Creative Planning WAT Position History
Waters Corporation • Healthcare
Quarters held
12
Latest value
$365K
Q3 2026
Peak value
$19.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.4M |
| Q3 2025 | $29K |
| Q4 2025 | $4.2M |
| Q1 2026 | $7.5M |
| Q2 2026 | $241K |
| Q2 2026 | $14.3M |
| Q2 2026 | $705 |
| Q2 2026 | $273K |
| Q3 2026 | $298K |
| Q3 2026 | $19.6M |
| Q3 2026 | $668 |
| Q3 2026 | $365K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $365K | 18.6K | — | — |
| Q3 2026 | $668 | 34 | — | — |
| Q3 2026 | $19.6M | 44.6K | — | — |
| Q3 2026 | $298K | 679 | — | — |
| Q2 2026 | $273K | 13.2K | — | — |
| Q2 2026 | $705 | 34 | — | — |
| Q2 2026 | $14.3M | 38.3K | — | — |
| Q2 2026 | $241K | 642 | — | — |
| Q1 2026 | $7.5M | 25.2K | — | — |
| Q4 2025 | $4.2M | 11.2K | — | — |
| Q3 2025 | $29K | 98 | — | — |
| Q3 2025 | $2.4M | 8.0K | — | — |
Other funds holding WAT
$2.6B
$2.6B
$2.5B
$2.1B
$1.6B
$1.6B
$1.3B