CFO
WAT icon

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
Q2 		$807K Buy
2,151
+32
+2% +$10.9K 0.02% 663
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 $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 $3.38T AUM 44.17% 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

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

Callan Family Office increased its Waters Corp (WAT) stake by 1.5% in Q2 2026, buying an estimated $10.9K and bringing the position to 2,151 shares worth $807K. The position accounts for 0.02% of the portfolio, ranked #663.

Callan Family Office first reported a position in WAT in Q4 2024 and has held it in 7 quarters since. 1,185 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Callan Family Office held 2,151 shares of Waters Corp worth $807K as of Q2 2026.
  • Callan Family Office bought 32 Waters Corp shares in Q2 2026, an estimated $10.9K.
  • Waters Corp made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #663 holding.
  • Callan Family Office first reported a position in Waters Corp in Q4 2024 and has held it in 7 quarters since.
  • 1,185 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.