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Callan Family Office’s Waters Corp WAT Stock Holding History

Callan 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 		$631K Buy
2,119
+832
+65% +$285K 0.01% 690
2025
Q4 		$489K Buy
1,287
+385
+43% +$142K 0.01% 788
2025
Q3 		$270K Sell
902
-542
-38% -$164K 0.01% 738
2025
Q2 		$504K Buy
1,444
+871
+152% +$299K 0.02% 583
2025
Q1 		$211K Sell
573
-248
-30% -$96K 0.02% 517
2024
Q4 		$305K Buy
+821
New +$300K 0.02% 478

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

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

Callan Family Office increased its Waters Corp (WAT) stake by 65% in Q1 2026, buying an estimated $285K and bringing the position to 2,119 shares worth $631K. The position accounts for 0.01% of the portfolio, ranked #690.

Callan Family Office first reported a position in WAT in Q4 2024 and has held it in 6 quarters since. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Callan Family Office held 2,119 shares of Waters Corp worth $631K as of Q1 2026.
  • Callan Family Office bought 832 Waters Corp shares in Q1 2026, an estimated $285K.
  • Waters Corp made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #690 holding.
  • Callan Family Office first reported a position in Waters Corp in Q4 2024 and has held it in 6 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

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