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Evergreen Capital Management’s Waters Corp WAT Stock Holding History

Evergreen Capital 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
Q2 		$583K Sell
1,554
-64
-4% -$21.8K 0.01% 822
2026
Q1 		$482K Buy
+1,618
New +$554K 0.01% 816

Other funds holding WAT

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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

Evergreen Capital Management's WAT Position: Q2 2026 in Review

Evergreen Capital Management reduced its Waters Corp (WAT) stake by 4% in Q2 2026, selling an estimated $21.8K and leaving 1,554 shares worth $583K. The position accounts for 0.01% of the portfolio, ranked #822.

Evergreen Capital Management first reported a position in WAT in Q1 2026 and has held it in 2 quarters since. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Evergreen Capital Management held 1,554 shares of Waters Corp worth $583K as of Q2 2026.
  • Evergreen Capital Management sold 64 Waters Corp shares in Q2 2026, an estimated $21.8K.
  • Waters Corp made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #822 holding.
  • Evergreen Capital Management first reported a position in Waters Corp in Q1 2026 and has held it in 2 quarters since.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.