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BHIA
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
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
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1-Year Est. Return
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VPM
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$145B AUM
22.78%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Fundsmith LLP
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$12.8B AUM
6.9%
1-Year Est. Return
AllianceBernstein
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$309B AUM
23.92%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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