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Evelyn Partners Investment Management Services’s Waters Corp WAT Stock Holding History

Evelyn Partners Investment Management Services’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 		$4.98M Sell
16,715
-441
-3% -$151K 0.59% 43
2025
Q4 		$6.52M Buy
17,156
+641
+4% +$236K 0.82% 34
2025
Q3 		$4.95M Buy
16,515
+1,107
+7% +$334K 0.66% 43
2025
Q2 		$5.38M Buy
15,408
+417
+3% +$143K 0.81% 39
2025
Q1 		$5.53M Sell
14,991
-1,134
-7% -$439K 0.91% 37
2024
Q4 		$5.98M Buy
+16,125
New +$5.9M 1.04% 36

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

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

Evelyn Partners Investment Management Services reduced its Waters Corp (WAT) stake by 2.6% in Q1 2026, selling an estimated $151K and leaving 16,715 shares worth $4.98M. The position accounts for 0.59% of the portfolio, ranked #43.

Evelyn Partners Investment Management Services first reported a position in WAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.52M in Q4 2025. 1,171 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Evelyn Partners Investment Management Services held 16,715 shares of Waters Corp worth $4.98M as of Q1 2026.
  • Evelyn Partners Investment Management Services sold 441 Waters Corp shares in Q1 2026, an estimated $151K.
  • Waters Corp made up 0.59% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #43 holding.
  • Evelyn Partners Investment Management Services first reported a position in Waters Corp in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Waters Corp position peaked at $6.52M in Q4 2025.
  • 1,171 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

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