Moors & Cabot, Inc. WB WATERBRIDGE INFRASTRUCTURE L

Ownership history in Moors & Cabot, Inc.  ·  3 quarters on record

AI Ownership Summary

Moors & Cabot, Inc. reported WATERBRIDGE INFRASTRUCTURE L (WB) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.27% in 2026 Q1. The latest visible filing shows WB at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Moors & Cabot, Inc.'s position in WATERBRIDGE INFRASTRUCTURE L, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WB was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Moors & Cabot, Inc. held WB — position size vs. price
% of Fund (quarterly)    WB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 234,082 +130,919 +126.9% 0.27% $6.3M 2026-05-08 $8.49
2025 Q4 ADDED 103,163 +26,363 +34.3% 0.09% $2.1M 2026-02-10 $9.64
2025 Q3 INITIATED 76,800 0.08% $1.9M 2025-11-14 $9.40

FAQ About Moors & Cabot, Inc. and WB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Moors & Cabot, Inc. reported owning WB?

Moors & Cabot, Inc. reported WB across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported WB position in Moors & Cabot, Inc.'s portfolio?

The largest reported portfolio weight for WB was 0.27% in 2026 Q1.

What is the latest reported WB position on this page?

The most recent filing on this page is 2026 Q1, when Moors & Cabot, Inc. reported 234,082 shares, equal to 0.27% of portfolio, with an estimated market value of $6.3M.

What does the chart on this WB ownership page compare?

The chart compares Moors & Cabot, Inc.'s quarterly WB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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