Clifford Swan Investment Counsel’s Waters Corp WAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$298K Buy
795
+53
+7% +$18.1K 0.01% 286
2026
Q1
$221K Buy
+742
New +$254K 0.01% 316

Other funds holding WAT

Clifford Swan Investment Counsel's WAT Position: Q2 2026 in Review

Clifford Swan Investment Counsel increased its Waters Corp (WAT) stake by 7.1% in Q2 2026, buying an estimated $18.1K and bringing the position to 795 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #286.

Clifford Swan Investment Counsel first reported a position in WAT in Q1 2026 and has held it in 2 quarters since. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Clifford Swan Investment Counsel held 795 shares of Waters Corp worth $298K as of Q2 2026.
  • Clifford Swan Investment Counsel bought 53 Waters Corp shares in Q2 2026, an estimated $18.1K.
  • Waters Corp made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #286 holding.
  • Clifford Swan Investment Counsel first reported a position in Waters Corp in Q1 2026 and has held it in 2 quarters since.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.