Evelyn Partners’s Waters Corp WAT Stock Holding History

Evelyn 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 Q3	$15.6M	Sell	35,443 -5,225	-13%	-$2.09M	0.25%	70
2026 Q2	$15.3M	Buy	+40,668	New	+$13.9M	0.03%	72

Other funds holding WAT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Evelyn Partners's WAT Position: Q3 2026 in Review

Evelyn Partners reduced its Waters Corp (WAT) stake by 13% in Q3 2026, selling an estimated $2.09M and leaving 35,443 shares worth $15.6M. The position accounts for 0.25% of the portfolio, ranked #70.

Evelyn Partners first reported a position in WAT in Q2 2026 and has held it in 2 quarters since. 1,034 funds tracked by Wall St. Rank hold WAT as of Q3 2026.

Evelyn Partners held 35,443 shares of Waters Corp worth $15.6M as of Q3 2026.
Evelyn Partners sold 5,225 Waters Corp shares in Q3 2026, an estimated $2.09M.
Waters Corp made up 0.25% of Evelyn Partners's portfolio in Q3 2026, its #70 holding.
Evelyn Partners first reported a position in Waters Corp in Q2 2026 and has held it in 2 quarters since.
1,034 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.