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Boston Family Office’s Waters Corp WAT Stock Holding History

Boston Family Office’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 		$530K Sell
1,413
-98
-6% -$33.4K 0.03% 220
2026
Q1 		$450K Buy
1,511
+532
+54% +$182K 0.03% 231
2025
Q4 		$372K Buy
979
+25
+3% +$9.2K 0.02% 235
2025
Q3 		$286K Sell
954
-49
-5% -$14.8K 0.02% 254
2025
Q2 		$350K Sell
1,003
-1
-0.1% -$344 0.02% 228
2025
Q1 		$370K Buy
1,004
+13
+1% +$5.03K 0.03% 222
2024
Q4 		$368K Buy
991
+69
+7% +$25.2K 0.03% 221
2024
Q3 		$332K Buy
922
+166
+22% +$54K 0.02% 226
2024
Q2 		$219K Hold
756
– – 0.02% 249
2024
Q1 		$260K Sell
756
-39
-5% -$12.8K 0.02% 233
2023
Q4 		$262K Buy
+795
New +$220K 0.02% 229
2022
Q3 		– Sell
-840
Closed -$278K – 272
2022
Q2 		$278K Hold
840
– – 0.02% 237
2022
Q1 		$261K Hold
840
– – 0.02% 259
2021
Q4 		$313K Hold
840
– – 0.02% 244
2021
Q3 		$300K Hold
840
– – 0.02% 245
2021
Q2 		$290K Hold
840
– – 0.02% 243
2021
Q1 		$238K Hold
840
– – 0.02% 248
2020
Q4 		$208K Buy
+840
New +$190K 0.02% 254

Other funds holding WAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Boston Family Office's WAT Position: Q2 2026 in Review

Boston Family Office reduced its Waters Corp (WAT) stake by 6.5% in Q2 2026, selling an estimated $33.4K and leaving 1,413 shares worth $530K. The position accounts for 0.03% of the portfolio, ranked #220.

Boston Family Office first reported a position in WAT in Q4 2020 and has held it in 18 quarters since. 1,183 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Boston Family Office held 1,413 shares of Waters Corp worth $530K as of Q2 2026.
  • Boston Family Office sold 98 Waters Corp shares in Q2 2026, an estimated $33.4K.
  • Waters Corp made up 0.03% of Boston Family Office's portfolio in Q2 2026, its #220 holding.
  • Boston Family Office first reported a position in Waters Corp in Q4 2020 and has held it in 18 quarters since.
  • 1,183 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.