Cerity Partners
WAT icon

Cerity Partners’s Waters Corp WAT Stock Holding History

Cerity Partners’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 		$8.67M Buy
29,112
+18,708
+180% +$6.4M 0.01% 767
2025
Q4 		$3.95M Sell
10,404
-515
-5% -$189K 0.01% 1037
2025
Q3 		$3.27M Sell
10,919
-1,811
-14% -$546K 0.01% 1062
2025
Q2 		$4.44M Sell
12,730
-1,221
-9% -$420K 0.01% 859
2025
Q1 		$5.14M Buy
13,951
+7,989
+134% +$3.09M 0.01% 724
2024
Q4 		$2.19M Buy
5,962
+613
+11% +$224K ﹤0.01% 1069
2024
Q3 		$1.93M Buy
5,349
+807
+18% +$263K ﹤0.01% 1107
2024
Q2 		$1.32M Sell
4,542
-424
-9% -$135K ﹤0.01% 1103
2024
Q1 		$1.71M Buy
4,966
+1,741
+54% +$572K ﹤0.01% 1050
2023
Q4 		$1.06M Buy
3,225
+671
+26% +$185K ﹤0.01% 966
2023
Q3 		$700K Sell
2,554
-556
-18% -$154K ﹤0.01% 858
2023
Q2 		$829K Buy
3,110
+1,443
+87% +$402K ﹤0.01% 982
2023
Q1 		$516K Buy
1,667
+167
+11% +$54K ﹤0.01% 1277
2022
Q4 		$514K Sell
1,500
-71
-5% -$22.5K ﹤0.01% 941
2022
Q3 		$424K Sell
1,571
-78
-5% -$24.9K 0.01% 774
2022
Q2 		$546K Buy
1,649
+240
+17% +$76.2K 0.01% 720
2022
Q1 		$437K Buy
1,409
+377
+37% +$123K 0.01% 619
2021
Q4 		$385K Buy
1,032
+211
+26% +$73.8K 0.01% 693
2021
Q3 		$293K Sell
821
-1
-0.1% -$392 0.01% 569
2021
Q2 		$284K Sell
822
-3
-0.4% -$950 0.01% 599
2021
Q1 		$234K Buy
825
+3
+0.4% +$819 0.01% 618
2020
Q4 		$203K Buy
+822
New +$186K 0.01% 600

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

Cerity Partners's WAT Position: Q1 2026 in Review

Cerity Partners increased its Waters Corp (WAT) stake by 180% in Q1 2026, buying an estimated $6.4M and bringing the position to 29,112 shares worth $8.67M. The position accounts for 0.01% of the portfolio, ranked #767.

Cerity Partners first reported a position in WAT in Q4 2020 and has held it in 22 quarters since. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Cerity Partners held 29,112 shares of Waters Corp worth $8.67M as of Q1 2026.
  • Cerity Partners bought 18,708 Waters Corp shares in Q1 2026, an estimated $6.4M.
  • Waters Corp made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #767 holding.
  • Cerity Partners first reported a position in Waters Corp in Q4 2020 and has held it in 22 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.