E. Ohman J:or Asset Management’s Waters Corp WAT Stock Holding History

E. Ohman J:or Asset Management’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	$1.78M	Buy	4,735 +350	+8%	+$119K	0.04%	218
2026 Q1	$1.31M	Buy	4,385 +1,861	+74%	+$637K	0.03%	240
2025 Q4	$959K	Hold	2,524	–	–	0.02%	305
2025 Q3	$757K	Hold	2,524	–	–	0.02%	311
2025 Q2	$881K	Hold	2,524	–	–	0.02%	291
2025 Q1	$930K	Sell	2,524 -310	-11%	-$120K	0.02%	279
2024 Q4	$1.05M	Buy	2,834 +470	+20%	+$172K	0.02%	273
2024 Q3	$851K	Hold	2,364	–	–	0.02%	286
2024 Q2	$686K	Hold	2,364	–	–	0.02%	320
2024 Q1	$814K	Hold	2,364	–	–	0.02%	285
2023 Q4	$778K	Sell	2,364 -600	-20%	-$166K	0.03%	265
2023 Q3	$813K	Buy	2,964 +400	+16%	+$111K	0.03%	269
2023 Q2	$683K	Hold	2,564	–	–	0.02%	313
2023 Q1	$794K	Hold	2,564	–	–	0.03%	277
2022 Q4	$878K	Hold	2,564	–	–	0.04%	261
2022 Q3	$691K	Hold	2,564	–	–	0.03%	281
2022 Q2	$849K	Sell	2,564 -500	-16%	-$159K	0.04%	256
2022 Q1	$951K	Hold	3,064	–	–	0.03%	283
2021 Q4	$1.14M	Buy	3,064 +500	+20%	+$175K	0.03%	274
2021 Q3	$916K	Sell	2,564 -500	-16%	-$196K	0.03%	309
2021 Q2	$1.06M	Hold	3,064	–	–	0.03%	283
2021 Q1	$871K	Hold	3,064	–	–	0.03%	290
2020 Q4	$758K	Hold	3,064	–	–	0.03%	269
2020 Q3	$600K	Buy	3,064 +800	+35%	+$166K	0.03%	251
2020 Q2	$408K	Hold	2,264	–	–	0.02%	293
2020 Q1	$412K	Sell	2,264 -900	-28%	-$190K	0.03%	237
2019 Q4	$739K	Buy	3,164 +464	+17%	+$102K	0.04%	243
2019 Q3	$603K	Hold	2,700	–	–	0.04%	225
2019 Q2	$581K	Sell	2,700 -700	-21%	-$153K	0.04%	224
2019 Q1	$856K	Hold	3,400	–	–	0.06%	173
2018 Q4	$641K	Sell	3,400 -300	-8%	-$57K	0.05%	199
2018 Q3	$720K	Buy	3,700 +500	+16%	+$96.8K	0.05%	212
2018 Q2	$619K	Buy	3,200 +800	+33%	+$158K	0.04%	216
2018 Q1	$477K	Hold	2,400	–	–	0.04%	253
2017 Q4	$464K	Buy	2,400 +400	+20%	+$77.2K	0.04%	281
2017 Q3	$359K	Buy	2,000 +100	+5%	+$18.1K	0.03%	310
2017 Q2	$349K	Hold	1,900	–	–	0.04%	313
2017 Q1	$297K	Hold	1,900	–	–	0.04%	338
2016 Q4	$255K	Hold	1,900	–	–	0.04%	342
2016 Q3	$301K	Buy	1,900 +700	+58%	+$108K	0.04%	289
2016 Q2	$169K	Hold	1,200	–	–	0.03%	383
2016 Q1	$158K	Hold	1,200	–	–	0.03%	386
2015 Q4	$161K	Hold	1,200	–	–	0.03%	399
2015 Q3	$142K	Hold	1,200	–	–	0.04%	409
2015 Q2	$154K	Sell	1,200 -800	-40%	-$104K	0.04%	431
2015 Q1	$249K	Buy	2,000 +800	+67%	+$95.4K	0.06%	314
2014 Q4	$137K	Hold	1,200	–	–	0.03%	451
2014 Q3	$119K	Sell	1,200 -1,200	-50%	-$124K	0.03%	459
2014 Q2	$251K	Hold	2,400	–	–	0.06%	310
2014 Q1	$260K	Hold	2,400	–	–	0.06%	299
2013 Q4	$241K	Hold	2,400	–	–	0.06%	316
2013 Q3	$255K	Hold	2,400	–	–	0.06%	310
2013 Q2	$240K	Buy	+2,400	New	+$230K	0.07%	296

Other funds holding WAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

E. Ohman J:or Asset Management's WAT Position: Q2 2026 in Review

E. Ohman J:or Asset Management increased its Waters Corp (WAT) stake by 8% in Q2 2026, buying an estimated $119K and bringing the position to 4,735 shares worth $1.78M. The position accounts for 0.04% of the portfolio, ranked #218.

E. Ohman J:or Asset Management first reported a position in WAT in Q2 2013 and has held it in 53 quarters since. 698 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

E. Ohman J:or Asset Management held 4,735 shares of Waters Corp worth $1.78M as of Q2 2026.
E. Ohman J:or Asset Management bought 350 Waters Corp shares in Q2 2026, an estimated $119K.
Waters Corp made up 0.04% of E. Ohman J:or Asset Management's portfolio in Q2 2026, its #218 holding.
E. Ohman J:or Asset Management first reported a position in Waters Corp in Q2 2013 and has held it in 53 quarters since.
698 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.