Baldwin Wealth Partners’s Waters Corp WAT Stock Holding History

Baldwin Wealth Partners’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	$7.64M	Sell	20,367 -1,263	-6%	-$431K	0.5%	46
2026 Q1	$6.44M	Sell	21,630 -1,167	-5%	-$399K	0.47%	53
2025 Q4	$8.66M	Sell	22,797 -531	-2%	-$195K	0.55%	46
2025 Q3	$6.99M	Sell	23,328 -1,004	-4%	-$303K	0.46%	54
2025 Q2	$8.49M	Sell	24,332 -1,181	-5%	-$406K	0.58%	51
2025 Q1	$9.4M	Sell	25,513 -1,722	-6%	-$667K	0.66%	47
2024 Q4	$10.1M	Sell	27,235 -712	-3%	-$260K	0.7%	43
2024 Q3	$10.1M	Sell	27,947 -548	-2%	-$178K	0.69%	41
2024 Q2	$8.27M	Sell	28,495 -1,417	-5%	-$452K	0.64%	45
2024 Q1	$10.3M	Sell	29,912 -671	-2%	-$221K	0.78%	41
2023 Q4	$10.1M	Sell	30,583 -1,189	-4%	-$328K	0.79%	42
2023 Q3	$8.71M	Buy	31,772 +92	+0.3%	+$25.4K	0.75%	45
2023 Q2	$8.44M	Sell	31,680 -695	-2%	-$193K	0.69%	46
2023 Q1	$10M	Sell	32,375 -176	-0.5%	-$56.9K	0.87%	40
2022 Q4	$11.2M	Buy	+32,551	New	+$10.3M	1.01%	34
2020 Q2	–	Sell	-22	Closed	-$4K	–	557
2020 Q1	$4K	Hold	22	–	–	﹤0.01%	487
2019 Q4	$5K	Sell	22 -11	-33%	-$2.43K	﹤0.01%	483
2019 Q3	$7K	Sell	33 -1,175	-97%	-$254K	﹤0.01%	468
2019 Q2	$260K	Sell	1,208 -1,749	-59%	-$382K	0.04%	181
2019 Q1	$744K	Hold	2,957	–	–	0.11%	100
2018 Q4	$558K	Hold	2,957	–	–	0.09%	106
2018 Q3	$576K	Sell	2,957 -2,276	-43%	-$441K	0.08%	118
2018 Q2	$1.01M	Sell	5,233 -1,242	-19%	-$245K	0.16%	88
2018 Q1	$1.29M	Hold	6,475	–	–	0.21%	70
2017 Q4	$1.25M	Buy	6,475 +315	+5%	+$60.8K	0.19%	80
2017 Q3	$1.11M	Hold	6,160	–	–	0.18%	85
2017 Q2	$1.13M	Sell	6,160 -800	-11%	-$139K	0.18%	81
2017 Q1	$1.09M	Sell	6,960 -2,532	-27%	-$378K	0.18%	86
2016 Q4	$1.28M	Hold	9,492	–	–	0.23%	66
2016 Q3	$1.5M	Sell	9,492 -608	-6%	-$94.1K	0.27%	59
2016 Q2	$1.42M	Buy	10,100 +745	+8%	+$101K	0.29%	58
2016 Q1	$1.23M	Buy	9,355 +8,308	+794%	+$1.04M	0.22%	100
2015 Q4	$141K	Sell	1,047 -6,579	-86%	-$845K	0.02%	219
2015 Q3	$901K	Buy	7,626 +241	+3%	+$30.5K	0.15%	126
2015 Q2	$948K	Buy	7,385 +6,820	+1,207%	+$885K	0.14%	131
2015 Q1	$70K	Buy	565 +164	+41%	+$19.6K	0.01%	245
2014 Q4	$45K	Buy	+401	New	+$43.9K	0.01%	247

Other funds holding WAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Baldwin Wealth Partners's WAT Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Waters Corp (WAT) stake by 5.8% in Q2 2026, selling an estimated $431K and leaving 20,367 shares worth $7.64M. The position accounts for 0.5% of the portfolio, ranked #46.

Baldwin Wealth Partners first reported a position in WAT in Q4 2014 and has held it in 37 quarters since. The position peaked at $11.2M in Q4 2022. 442 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

Baldwin Wealth Partners held 20,367 shares of Waters Corp worth $7.64M as of Q2 2026.
Baldwin Wealth Partners sold 1,263 Waters Corp shares in Q2 2026, an estimated $431K.
Waters Corp made up 0.5% of Baldwin Wealth Partners's portfolio in Q2 2026, its #46 holding.
Baldwin Wealth Partners first reported a position in Waters Corp in Q4 2014 and has held it in 37 quarters since.
Baldwin Wealth Partners's Waters Corp position peaked at $11.2M in Q4 2022.
442 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.