BCM
WAT icon

Birch Capital Management’s Waters Corp WAT Stock Holding History

Birch Capital 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
Q2 		$165K Sell
440
-351
-44% -$120K 0.08% 61
2026
Q1 		$236K Buy
+791
New +$271K 0.12% 55
2020
Q1 		– Sell
-532
Closed -$124K – 90
2019
Q4 		$124K Buy
+532
New +$118K 0.12% 61

Other funds holding WAT

RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Assenagon Asset Management
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Birch Capital Management's WAT Position: Q2 2026 in Review

Birch Capital Management reduced its Waters Corp (WAT) stake by 44% in Q2 2026, selling an estimated $120K and leaving 440 shares worth $165K. The position accounts for 0.08% of the portfolio, ranked #61.

Birch Capital Management first reported a position in WAT in Q4 2019 and has held it in 3 quarters since. The position peaked at $236K in Q1 2026. 406 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Birch Capital Management held 440 shares of Waters Corp worth $165K as of Q2 2026.
  • Birch Capital Management sold 351 Waters Corp shares in Q2 2026, an estimated $120K.
  • Waters Corp made up 0.08% of Birch Capital Management's portfolio in Q2 2026, its #61 holding.
  • Birch Capital Management first reported a position in Waters Corp in Q4 2019 and has held it in 3 quarters since.
  • Birch Capital Management's Waters Corp position peaked at $236K in Q1 2026.
  • 406 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Birch Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.