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Edgestream Partners’s Waters Corp WAT Stock Holding History

Edgestream 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 		$1.95M Buy
6,541
+4,795
+275% +$1.64M 0.06% 495
2025
Q4 		$663K Sell
1,746
-34,039
-95% -$12.5M 0.02% 771
2025
Q3 		$10.7M Buy
+35,785
New +$10.8M 0.31% 55
2025
Q2 		– Sell
-10,258
Closed -$3.78M – 1085
2025
Q1 		$3.78M Buy
+10,258
New +$3.97M 0.13% 311
2024
Q3 		– Sell
-5,113
Closed -$1.48M – 1101
2024
Q2 		$1.48M Buy
5,113
+4,293
+524% +$1.37M 0.07% 421
2024
Q1 		$282K Buy
+820
New +$270K 0.01% 733
2023
Q4 		– Sell
-3,883
Closed -$1.06M – 1094
2023
Q3 		$1.06M Sell
3,883
-833
-18% -$230K 0.08% 381
2023
Q2 		$1.26M Sell
4,716
-1,395
-23% -$388K 0.11% 307
2023
Q1 		$1.89M Buy
+6,111
New +$1.98M 0.21% 153
2021
Q1 		– Sell
-6,235
Closed -$1.54M – 449
2020
Q4 		$1.54M Buy
+6,235
New +$1.41M 0.08% 258
2020
Q3 		– Sell
-2,336
Closed -$421K – 365
2020
Q2 		$421K Buy
+2,336
New +$442K 0.02% 277
2019
Q4 		– Sell
-13,047
Closed -$2.91M – 355
2019
Q3 		$2.91M Sell
13,047
-36,466
-74% -$7.87M 0.28% 116
2019
Q2 		$10.7M Buy
+49,513
New +$10.8M 1.2% 22
2018
Q3 		– Sell
-6,257
Closed -$1.21M – 343
2018
Q2 		$1.21M Buy
6,257
+3,507
+128% +$691K 0.25% 129
2018
Q1 		$546K Buy
2,750
+239
+10% +$49.4K 0.11% 175
2017
Q4 		$485K Sell
2,511
-1,739
-41% -$336K 0.58% 42
2017
Q3 		$763K Sell
4,250
-706
-14% -$128K 0.41% 55
2017
Q2 		$911K Buy
4,956
+1,131
+30% +$197K 0.34% 53
2017
Q1 		$598K Buy
3,825
+2,273
+146% +$339K 0.26% 81
2016
Q4 		$209K Buy
+1,552
New +$221K 0.43% 74

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

Edgestream Partners's WAT Position: Q1 2026 in Review

Edgestream Partners increased its Waters Corp (WAT) stake by 275% in Q1 2026, buying an estimated $1.64M and bringing the position to 6,541 shares worth $1.95M. The position accounts for 0.06% of the portfolio, ranked #495.

Edgestream Partners first reported a position in WAT in Q4 2016 and has held it in 20 quarters since. The position peaked at $10.7M in Q3 2025. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Edgestream Partners held 6,541 shares of Waters Corp worth $1.95M as of Q1 2026.
  • Edgestream Partners bought 4,795 Waters Corp shares in Q1 2026, an estimated $1.64M.
  • Waters Corp made up 0.06% of Edgestream Partners's portfolio in Q1 2026, its #495 holding.
  • Edgestream Partners first reported a position in Waters Corp in Q4 2016 and has held it in 20 quarters since.
  • Edgestream Partners's Waters Corp position peaked at $10.7M in Q3 2025.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.