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Atria Investments’s Waters Corp WAT Stock Holding History

Atria Investments’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
Q1 		$1.1M Buy
3,705
+1,726
+87% +$591K 0.01% 1004
2025
Q4 		$752K Buy
1,979
+245
+14% +$90.1K 0.01% 1224
2025
Q3 		$520K Sell
1,734
-189
-10% -$57K 0.01% 1398
2025
Q2 		$671K Sell
1,923
-1,152
-37% -$396K 0.01% 1263
2025
Q1 		$1.13M Buy
3,075
+67
+2% +$25.9K 0.01% 947
2024
Q4 		$1.12M Sell
3,008
-133
-4% -$48.6K 0.01% 915
2024
Q3 		$1.13M Buy
3,141
+294
+10% +$95.7K 0.01% 907
2024
Q2 		$826K Buy
+2,847
New +$909K 0.01% 1037
2020
Q1 		– Sell
-1,597
Closed -$373K – 1197
2019
Q4 		$373K Buy
1,597
+441
+38% +$97.4K 0.01% 898
2019
Q3 		$258K Buy
1,156
+19
+2% +$4.1K 0.01% 764
2019
Q2 		$233K Sell
1,137
-743
-40% -$162K 0.01% 841
2019
Q1 		$473K Buy
+1,880
New +$428K 0.02% 548
2017
Q3 		– Sell
-1,097
Closed -$202K – 835
2017
Q2 		$202K Buy
+1,097
New +$191K 0.01% 703

Other funds holding WAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atria Investments's WAT Position: Q1 2026 in Review

Atria Investments increased its Waters Corp (WAT) stake by 87% in Q1 2026, buying an estimated $591K and bringing the position to 3,705 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #1004.

Atria Investments first reported a position in WAT in Q2 2017 and has held it in 13 quarters since. The position peaked at $1.13M in Q1 2025. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Atria Investments held 3,705 shares of Waters Corp worth $1.1M as of Q1 2026.
  • Atria Investments bought 1,726 Waters Corp shares in Q1 2026, an estimated $591K.
  • Waters Corp made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1004 holding.
  • Atria Investments first reported a position in Waters Corp in Q2 2017 and has held it in 13 quarters since.
  • Atria Investments's Waters Corp position peaked at $1.13M in Q1 2025.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.