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Bartlett & Co Wealth Management’s Waters Corp WAT Stock Holding History

Bartlett & Co Wealth Management’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 		$94.2K Buy
312
+303
+3,367% +$104K ﹤0.01% 581
2025
Q4 		$3.42K Hold
9
– – ﹤0.01% 1066
2025
Q3 		$2.7K Buy
9
+8
+800% +$2.41K ﹤0.01% 1077
2025
Q2 		$349 Buy
+1
New +$344 ﹤0.01% 1175
2019
Q3 		– Sell
-50
Closed -$10.8K – 941
2019
Q2 		$10.8K Hold
50
– – ﹤0.01% 582
2019
Q1 		$12.6K Hold
50
– – ﹤0.01% 565
2018
Q4 		$9.43K Hold
50
– – ﹤0.01% 586
2018
Q3 		$9.73K Buy
+50
New +$9.68K ﹤0.01% 602

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

Bartlett & Co Wealth Management's WAT Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Waters Corp (WAT) stake by 3,367% in Q1 2026, buying an estimated $104K and bringing the position to 312 shares worth $94.2K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Bartlett & Co Wealth Management first reported a position in WAT in Q3 2018 and has held it in 8 quarters since. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Bartlett & Co Wealth Management held 312 shares of Waters Corp worth $94.2K as of Q1 2026.
  • Bartlett & Co Wealth Management bought 303 Waters Corp shares in Q1 2026, an estimated $104K.
  • Waters Corp made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #581 holding.
  • Bartlett & Co Wealth Management first reported a position in Waters Corp in Q3 2018 and has held it in 8 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.