Birch Capital Management
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
Q3 		– Sell
-440
Closed -$165K – 85
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

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Birch Capital Management's WAT Position: Q3 2026 in Review

Birch Capital Management sold out of Waters Corp (WAT) in Q3 2026, closing a stake of 440 shares — an estimated $165K sold.

Birch Capital Management first reported a position in WAT in Q4 2019 and held it in 3 quarters. The position peaked at $236K in Q1 2026. 1,034 funds tracked by Wall St. Rank hold WAT as of Q3 2026.

  • Birch Capital Management reported no remaining Waters Corp position as of Q3 2026 after selling out during the quarter.
  • Birch Capital Management sold 440 Waters Corp shares in Q3 2026, an estimated $165K.
  • Birch Capital Management first reported a position in Waters Corp in Q4 2019 and held it in 3 quarters.
  • Birch Capital Management's Waters Corp position peaked at $236K in Q1 2026.
  • 1,034 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on Birch Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.