Epoch Investment Partners’s Waters Corp WAT Stock Holding History

Epoch Investment 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	$66.8M	Buy	224,431 +1,958	+0.9%	+$670K	0.4%	97
2025 Q4	$84.5M	Buy	222,473 +2,356	+1%	+$867K	0.48%	80
2025 Q3	$66M	Buy	220,117 +48,027	+28%	+$14.5M	0.36%	104
2025 Q2	$60.1M	Sell	172,090 -1,701	-1%	-$585K	0.31%	117
2025 Q1	$64.1M	Buy	173,791 +9,901	+6%	+$3.83M	0.33%	118
2024 Q4	$60.8M	Sell	163,890 -1,819	-1%	-$665K	0.29%	130
2024 Q3	$59.6M	Buy	165,709 +6,613	+4%	+$2.15M	0.27%	145
2024 Q2	$46.2M	Sell	159,096 -94,376	-37%	-$30.1M	0.21%	159
2024 Q1	$87.3M	Sell	253,472 -6,219	-2%	-$2.04M	0.39%	91
2023 Q4	$85.5M	Buy	259,691 +155,235	+149%	+$42.9M	0.39%	83
2023 Q3	$28.6M	Buy	104,456 +3,262	+3%	+$901K	0.18%	170
2023 Q2	$27M	Buy	101,194 +15,390	+18%	+$4.28M	0.16%	182
2023 Q1	$26.6M	Sell	85,804 -2,104	-2%	-$681K	0.16%	185
2022 Q4	$30.1M	Buy	87,908 +7,926	+10%	+$2.51M	0.18%	171
2022 Q3	$21.6M	Buy	79,982 +1,092	+1%	+$349K	0.14%	187
2022 Q2	$26.1M	Buy	78,890 +11,534	+17%	+$3.66M	0.15%	182
2022 Q1	$20.9M	Buy	67,356 +1,129	+2%	+$367K	0.1%	209
2021 Q4	$24.7M	Buy	66,227 +41,850	+172%	+$14.6M	0.13%	190
2021 Q3	$8.71M	Buy	24,377 +17,037	+232%	+$6.67M	0.05%	278
2021 Q2	$2.54M	Buy	+7,340	New	+$2.32M	0.01%	299

Other funds holding WAT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return