Birch Hill Investment Advisors’s Waters Corp WAT Stock Holding History

Birch Hill Investment Advisors’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	$328K	Hold	875	–	–	0.01%	173
2026 Q1	$261K	Buy	875 +275	+46%	+$94.1K	0.01%	181
2025 Q4	$228K	Buy	+600	New	+$221K	0.01%	189
2025 Q3	–	Sell	-600	Closed	-$209K	–	202
2025 Q2	$209K	Hold	600	–	–	0.01%	194
2025 Q1	$221K	Hold	600	–	–	0.01%	181
2024 Q4	$223K	Hold	600	–	–	0.01%	174
2024 Q3	$216K	Buy	+600	New	+$195K	0.01%	174
2024 Q2	–	Sell	-600	Closed	-$207K	–	178
2024 Q1	$207K	Buy	+600	New	+$197K	0.01%	167
2023 Q2	–	Sell	-683	Closed	-$211K	–	163
2023 Q1	$211K	Buy	683 +83	+14%	+$26.8K	0.01%	154
2022 Q4	$206K	Buy	+600	New	+$190K	0.01%	150
2022 Q1	–	Sell	-600	Closed	-$224K	–	171
2021 Q4	$224K	Hold	600	–	–	0.01%	165
2021 Q3	$214K	Hold	600	–	–	0.01%	162
2021 Q2	$207K	Buy	+600	New	+$190K	0.01%	160

Other funds holding WAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Birch Hill Investment Advisors's WAT Position: Q2 2026 in Review

Birch Hill Investment Advisors held its Waters Corp (WAT) position steady in Q2 2026 at 875 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #173.

Birch Hill Investment Advisors first reported a position in WAT in Q2 2021 and has held it in 13 quarters since. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

Birch Hill Investment Advisors held 875 shares of Waters Corp worth $328K as of Q2 2026.
Birch Hill Investment Advisors left its Waters Corp share count unchanged in Q2 2026.
Waters Corp made up 0.01% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #173 holding.
Birch Hill Investment Advisors first reported a position in Waters Corp in Q2 2021 and has held it in 13 quarters since.
1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.