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Evelyn Partners Asset Management’s Waters Corp WAT Stock Holding History

Evelyn Partners 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
Q1 		$7.3M Buy
24,518
+347
+1% +$119K 1.8% 21
2025
Q4 		$9.18M Sell
24,171
-3,638
-13% -$1.34M 2.15% 13
2025
Q3 		$8.34M Buy
27,809
+3,692
+15% +$1.11M 1.88% 17
2025
Q2 		$8.42M Buy
24,117
+104
+0.4% +$35.8K 2.13% 16
2025
Q1 		$8.85M Sell
24,013
-4,160
-15% -$1.61M 2.47% 11
2024
Q4 		$10.5M Buy
+28,173
New +$10.3M 2.81% 9

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evelyn Partners Asset Management's WAT Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its Waters Corp (WAT) stake by 1.4% in Q1 2026, buying an estimated $119K and bringing the position to 24,518 shares worth $7.3M. The position accounts for 1.8% of the portfolio, ranked #21.

Evelyn Partners Asset Management first reported a position in WAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.5M in Q4 2024. 1,176 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Evelyn Partners Asset Management held 24,518 shares of Waters Corp worth $7.3M as of Q1 2026.
  • Evelyn Partners Asset Management bought 347 Waters Corp shares in Q1 2026, an estimated $119K.
  • Waters Corp made up 1.8% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #21 holding.
  • Evelyn Partners Asset Management first reported a position in Waters Corp in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's Waters Corp position peaked at $10.5M in Q4 2024.
  • 1,176 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.