Clean Yield Group’s Waters Corp WAT Stock Holding History

Clean Yield Group’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	$375K	Buy	1,260 +610	+94%	+$209K	0.11%	108
2025 Q4	$247K	Hold	650	–	–	0.07%	123
2025 Q3	$195K	Sell	650 -15	-2%	-$4.53K	0.06%	135
2025 Q2	$232K	Sell	665 -210	-24%	-$72.2K	0.07%	120
2025 Q1	$322K	Sell	875 -5	-0.6%	-$1.94K	0.11%	104
2024 Q4	$326K	Sell	880 -50	-5%	-$18.3K	0.1%	109
2024 Q3	$335K	Sell	930 -5	-0.5%	-$1.63K	0.11%	109
2024 Q2	$271K	Hold	935	–	–	0.1%	109
2024 Q1	$322K	Hold	935	–	–	0.13%	102
2023 Q4	$308K	Buy	935 +265	+40%	+$73.2K	0.13%	103
2023 Q3	$178K	Hold	670	–	–	0.08%	123
2023 Q2	$179K	Hold	670	–	–	0.07%	125
2023 Q1	$207K	Hold	670	–	–	0.09%	121
2022 Q4	$230K	Hold	670	–	–	0.1%	122
2022 Q3	$181K	Hold	670	–	–	0.08%	131
2022 Q2	$222K	Hold	670	–	–	0.09%	125
2022 Q1	$208K	Sell	670 -95	-12%	-$30.9K	0.07%	142
2021 Q4	$285K	Hold	765	–	–	0.09%	130
2021 Q3	$273K	Sell	765 -25	-3%	-$9.79K	0.09%	132
2021 Q2	$273K	Hold	790	–	–	0.09%	122
2021 Q1	$224K	Sell	790 -115	-13%	-$31.4K	0.08%	136
2020 Q4	$224K	Hold	905	–	–	0.08%	134
2020 Q3	$177K	Hold	905	–	–	0.07%	129
2020 Q2	$163K	Sell	905 -541	-37%	-$102K	0.07%	131
2020 Q1	$263K	Hold	1,446	–	–	0.12%	99
2019 Q4	$338K	Hold	1,446	–	–	0.11%	117
2019 Q3	$323K	Sell	1,446 -14	-1%	-$3.02K	0.11%	114
2019 Q2	$314K	Sell	1,460 -25	-2%	-$5.46K	0.11%	104
2019 Q1	$374K	Sell	1,485 -375	-20%	-$85.4K	0.15%	99
2018 Q4	$351K	Hold	1,860	–	–	0.15%	103
2018 Q3	$362K	Sell	1,860 -315	-14%	-$61K	0.14%	105
2018 Q2	$421K	Sell	2,175 -100	-4%	-$19.7K	0.17%	95
2018 Q1	$452K	Sell	2,275 -240	-10%	-$49.6K	0.19%	95
2017 Q4	$486K	Sell	2,515 -345	-12%	-$66.6K	0.19%	97
2017 Q3	$513K	Sell	2,860 -165	-5%	-$29.9K	0.21%	94
2017 Q2	$555K	Sell	3,025 -300	-9%	-$52.1K	0.23%	89
2017 Q1	$520K	Hold	3,325	–	–	0.22%	92
2016 Q4	$447K	Sell	3,325 -75	-2%	-$10.7K	0.2%	92
2016 Q3	$539K	Sell	3,400 -337	-9%	-$52.1K	0.23%	86
2016 Q2	$526K	Buy	3,737 +180	+5%	+$24.3K	0.23%	88
2016 Q1	$480K	Sell	3,557 -50	-1%	-$6.24K	0.21%	86
2015 Q4	$445K	Sell	3,607 -100	-3%	-$12.8K	0.22%	89
2015 Q3	$479K	Sell	3,707 -20	-0.5%	-$2.53K	0.23%	86
2015 Q2	$478K	Sell	3,727 -60	-2%	-$7.79K	0.22%	93
2015 Q1	$471K	Sell	3,787 -613	-14%	-$73.1K	0.2%	88
2014 Q4	$496K	Hold	4,400	–	–	0.22%	89
2014 Q3	$436K	Hold	4,400	–	–	0.21%	90
2014 Q2	$460K	Hold	4,400	–	–	0.23%	91
2014 Q1	$477K	Hold	4,400	–	–	0.25%	88
2013 Q4	$440K	Hold	4,400	–	–	0.24%	92
2013 Q3	$467K	Hold	4,400	–	–	0.25%	83
2013 Q2	$440K	Buy	+4,400	New	+$421K	0.25%	83

Other funds holding WAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clean Yield Group's WAT Position: Q1 2026 in Review

Clean Yield Group increased its Waters Corp (WAT) stake by 94% in Q1 2026, buying an estimated $209K and bringing the position to 1,260 shares worth $375K. The position accounts for 0.11% of the portfolio, ranked #108.

Clean Yield Group first reported a position in WAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $555K in Q2 2017. 1,171 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

Clean Yield Group held 1,260 shares of Waters Corp worth $375K as of Q1 2026.
Clean Yield Group bought 610 Waters Corp shares in Q1 2026, an estimated $209K.
Waters Corp made up 0.11% of Clean Yield Group's portfolio in Q1 2026, its #108 holding.
Clean Yield Group first reported a position in Waters Corp in Q2 2013 and has held it in 52 quarters since.
Clean Yield Group's Waters Corp position peaked at $555K in Q2 2017.
1,171 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.