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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Family Office's WAT Position: Q1 2026 in Review

Boston Family Office increased its Waters Corp (WAT) stake by 54% in Q1 2026, buying an estimated $182K and bringing the position to 1,511 shares worth $450K. The position accounts for 0.03% of the portfolio, ranked #231.

Boston Family Office first reported a position in WAT in Q4 2020 and has held it in 17 quarters since. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Boston Family Office held 1,511 shares of Waters Corp worth $450K as of Q1 2026.
  • Boston Family Office bought 532 Waters Corp shares in Q1 2026, an estimated $182K.
  • Waters Corp made up 0.03% of Boston Family Office's portfolio in Q1 2026, its #231 holding.
  • Boston Family Office first reported a position in Waters Corp in Q4 2020 and has held it in 17 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.