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EP Wealth Advisors’s Waters Corp WAT Stock Holding History

EP Wealth Advisors’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 		$549K Buy
1,464
+11
+0.8% +$3.75K ﹤0.01% 986
2026
Q1 		$433K Buy
1,453
+708
+95% +$242K ﹤0.01% 971
2025
Q4 		$283K Buy
+745
New +$274K ﹤0.01% 1171
2025
Q2 		$297K Buy
+850
New +$292K ﹤0.01% 1024

Other funds holding WAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

EP Wealth Advisors's WAT Position: Q2 2026 in Review

EP Wealth Advisors increased its Waters Corp (WAT) stake by 0.76% in Q2 2026, buying an estimated $3.75K and bringing the position to 1,464 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

EP Wealth Advisors first reported a position in WAT in Q2 2025 and has held it in 4 quarters since. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • EP Wealth Advisors held 1,464 shares of Waters Corp worth $549K as of Q2 2026.
  • EP Wealth Advisors bought 11 Waters Corp shares in Q2 2026, an estimated $3.75K.
  • Waters Corp made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #986 holding.
  • EP Wealth Advisors first reported a position in Waters Corp in Q2 2025 and has held it in 4 quarters since.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.