Atlas Brown’s Waters Corp WAT Stock Holding History

Atlas Brown’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	$573K	Buy	1,527 +12	+0.8%	+$4.09K	0.15%	135
2026 Q1	$451K	Buy	1,515 +150	+11%	+$51.3K	0.14%	145
2025 Q4	$518K	Sell	1,365 -48	-3%	-$17.7K	0.15%	133
2025 Q3	$424K	Hold	1,413	–	–	0.13%	147
2025 Q2	$493K	Sell	1,413 -9	-0.6%	-$3.09K	0.16%	129
2025 Q1	$524K	Buy	1,422 +8	+0.6%	+$3.1K	0.18%	118
2024 Q4	$525K	Buy	1,414 +1	+0.1%	+$366	0.18%	119
2024 Q3	$509K	Sell	1,413 -1	-0.1%	-$326	0.18%	122
2024 Q2	$410K	Buy	1,414 +2	+0.1%	+$638	0.15%	138
2024 Q1	$486K	Hold	1,412	–	–	0.18%	121
2023 Q4	$465K	Hold	1,412	–	–	0.19%	117
2023 Q3	$387K	Hold	1,412	–	–	0.18%	125
2023 Q2	$376K	Hold	1,412	–	–	0.17%	129
2023 Q1	$437K	Hold	1,412	–	–	0.2%	123
2022 Q4	$484K	Sell	1,412 -907	-39%	-$287K	0.24%	110
2022 Q3	$625K	Sell	2,319 -30	-1%	-$9.58K	0.32%	97
2022 Q2	$777K	Hold	2,349	–	–	0.37%	83
2022 Q1	$729K	Hold	2,349	–	–	0.3%	99
2021 Q4	$875K	Hold	2,349	–	–	0.34%	91
2021 Q3	$839K	Hold	2,349	–	–	0.36%	83
2021 Q2	$812K	Hold	2,349	–	–	0.35%	89
2021 Q1	$668K	Hold	2,349	–	–	0.32%	97
2020 Q4	$581K	Hold	2,349	–	–	0.3%	97
2020 Q3	$460K	Hold	2,349	–	–	0.27%	97
2020 Q2	$424K	Hold	2,349	–	–	0.27%	100
2020 Q1	$428K	Hold	2,349	–	–	0.33%	85
2019 Q4	$549K	Buy	2,349 +30	+1%	+$6.63K	0.34%	85
2019 Q3	$518K	Hold	2,319	–	–	0.37%	79
2019 Q2	$499K	Hold	2,319	–	–	0.34%	83
2019 Q1	$584K	Hold	2,319	–	–	0.41%	70
2018 Q4	$437K	Sell	2,319 -1,050	-31%	-$199K	0.34%	81
2018 Q3	$656K	Hold	3,369	–	–	0.4%	73
2018 Q2	$674K	Hold	3,369	–	–	0.16%	68
2018 Q1	$669K	Hold	3,369	–	–	0.12%	70
2017 Q4	$722K	Hold	3,369	–	–	0.13%	64
2017 Q3	$605K	Hold	3,369	–	–	0.13%	70
2017 Q2	$619K	Hold	3,369	–	–	0.54%	58
2017 Q1	$527K	Hold	3,369	–	–	0.42%	70
2016 Q4	$534K	Hold	3,369	–	–	0.22%	62
2016 Q3	$534K	Hold	3,369	–	–	0.22%	62
2016 Q2	$474K	Hold	3,369	–	–	0.19%	66
2016 Q1	$444K	Hold	3,369	–	–	0.19%	69
2015 Q4	$408K	Hold	3,369	–	–	0.26%	67
2015 Q3	$398K	Hold	3,369	–	–	0.17%	69
2015 Q2	$451K	Sell	3,369 -275	-8%	-$35.7K	0.18%	69
2015 Q1	$453K	Sell	3,644 -590	-14%	-$70.4K	0.12%	64
2014 Q4	$477K	Hold	4,234	–	–	0.13%	62
2014 Q3	$420K	Buy	4,234 +275	+7%	+$28.4K	0.16%	68
2014 Q2	$413K	Buy	3,959 +797	+25%	+$83.8K	0.2%	61
2014 Q1	$343K	Sell	3,162 -1,007	-24%	-$109K	0.18%	66
2013 Q4	$417K	Sell	4,169 -550	-12%	-$55.4K	0.29%	43
2013 Q3	$501K	Sell	4,719 -2,930	-38%	-$300K	0.38%	37
2013 Q2	$765K	Buy	+7,649	New	+$732K	0.16%	65

Other funds holding WAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Atlas Brown's WAT Position: Q2 2026 in Review

Atlas Brown increased its Waters Corp (WAT) stake by 0.79% in Q2 2026, buying an estimated $4.09K and bringing the position to 1,527 shares worth $573K. The position accounts for 0.15% of the portfolio, ranked #135.

Atlas Brown first reported a position in WAT in Q2 2013 and has held it in 53 quarters since. The position peaked at $875K in Q4 2021. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

Atlas Brown held 1,527 shares of Waters Corp worth $573K as of Q2 2026.
Atlas Brown bought 12 Waters Corp shares in Q2 2026, an estimated $4.09K.
Waters Corp made up 0.15% of Atlas Brown's portfolio in Q2 2026, its #135 holding.
Atlas Brown first reported a position in Waters Corp in Q2 2013 and has held it in 53 quarters since.
Atlas Brown's Waters Corp position peaked at $875K in Q4 2021.
1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.