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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

WAT holding history

Waters Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WAT overviewAll 13F holders of WATFull Q2 2026 holdings

Shares (Q2 2026)
38,901
Value
$14.6M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WAT by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202638,901$14.6M<0.1%+13,696+54.3%AddedHolders
Q1 202625,205$7.51M<0.1%+14,046+125.9%AddedHolders
Q4 202511,159$4.24M<0.1%+3,017+37.1%AddedHolders
Q3 20258,142$2.44M<0.1%−1,927−19.1%ReducedHolders
Q2 202510,069$3.51M<0.1%+813+8.8%AddedHolders
Q1 20259,256$3.41M<0.1%+684+8.0%AddedHolders
Q4 20248,572$3.18M<0.1%+1,935+29.2%AddedHolders
Q3 20246,637$2.39M<0.1%−6,263−48.6%ReducedHolders
Q2 202412,900$3.74M<0.1%+407+3.3%AddedHolders
Q1 202412,493$4.30M<0.1%+1,191+10.5%AddedHolders
Q4 202311,302$3.72M<0.1%+5,865+107.9%AddedHolders
Q3 20235,437$1.49M<0.1%+1,213+28.7%AddedHolders
Q2 20234,224$1.13M<0.1%+762+22.0%AddedHolders
Q1 20233,462$1.07M<0.1%−4−0.1%ReducedHolders
Q4 20223,466$1.19M<0.1%+567+19.6%AddedHolders
Q3 20222,899$781.0K<0.1%−91−3.0%ReducedHolders
Q2 20222,990$990.0K<0.1%+609+25.6%AddedHolders
Q1 20222,381$739.0K<0.1%+346+17.0%AddedHolders
Q4 20212,035$758.0K<0.1%+6+0.3%AddedHolders
Q3 20212,029$725.0K<0.1%+134+7.1%AddedHolders
Q2 20211,895$655.0K<0.1%+124+7.0%AddedHolders
Q1 20211,771$503.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.