EF
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Empirical Finance’s Waters Corp WAT Stock Holding History

Empirical Finance’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 		$998K Buy
3,351
+1,314
+65% +$450K 0.05% 300
2025
Q4 		$774K Sell
2,037
-79
-4% -$29.1K 0.04% 338
2025
Q3 		$634K Buy
2,116
+24
+1% +$7.24K 0.03% 390
2025
Q2 		$730K Buy
2,092
+16
+0.8% +$5.5K 0.04% 365
2025
Q1 		$765K Buy
2,076
+67
+3% +$25.9K 0.05% 328
2024
Q4 		$745K Sell
2,009
-18
-0.9% -$6.58K 0.04% 329
2024
Q3 		$729K Buy
2,027
+42
+2% +$13.7K 0.04% 337
2024
Q2 		$576K Sell
1,985
-163
-8% -$52K 0.04% 374
2024
Q1 		$739K Buy
2,148
+72
+3% +$23.7K 0.05% 331
2023
Q4 		$683K Buy
2,076
+17
+0.8% +$4.7K 0.05% 332
2023
Q3 		$565K Buy
2,059
+185
+10% +$51.1K 0.04% 350
2023
Q2 		$499K Buy
1,874
+231
+14% +$64.3K 0.04% 367
2023
Q1 		$509K Buy
1,643
+70
+4% +$22.6K 0.05% 344
2022
Q4 		$539K Buy
1,573
+124
+9% +$39.2K 0.06% 317
2022
Q3 		$391K Buy
1,449
+243
+20% +$77.6K 0.05% 339
2022
Q2 		$399K Buy
1,206
+66
+6% +$20.9K 0.05% 330
2022
Q1 		$354K Buy
1,140
+119
+12% +$38.7K 0.04% 381
2021
Q4 		$380K Buy
1,021
+293
+40% +$102K 0.04% 366
2021
Q3 		$260K Buy
728
+44
+6% +$17.2K 0.04% 368
2021
Q2 		$236K Buy
+684
New +$216K 0.04% 371
2017
Q1 		– Sell
-37
Closed -$5K – 570
2016
Q4 		$5K Buy
+37
New +$5.28K ﹤0.01% 554

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

Empirical Finance's WAT Position: Q1 2026 in Review

Empirical Finance increased its Waters Corp (WAT) stake by 65% in Q1 2026, buying an estimated $450K and bringing the position to 3,351 shares worth $998K. The position accounts for 0.05% of the portfolio, ranked #300.

Empirical Finance first reported a position in WAT in Q4 2016 and has held it in 21 quarters since. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Empirical Finance held 3,351 shares of Waters Corp worth $998K as of Q1 2026.
  • Empirical Finance bought 1,314 Waters Corp shares in Q1 2026, an estimated $450K.
  • Waters Corp made up 0.05% of Empirical Finance's portfolio in Q1 2026, its #300 holding.
  • Empirical Finance first reported a position in Waters Corp in Q4 2016 and has held it in 21 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.