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Forum Financial Management’s Waters Corp WAT Stock Holding History

Forum Financial 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 		– Sell
-962
Closed -$365K – 984
2025
Q4 		$365K Buy
962
+172
+22% +$63.3K ﹤0.01% 644
2025
Q3 		$237K Sell
790
-202
-20% -$61K ﹤0.01% 868
2025
Q2 		$346K Buy
+992
New +$341K 0.01% 582
2023
Q2 		– Sell
-722
Closed -$224K – 675
2023
Q1 		$224K Hold
722
– – 0.01% 509
2022
Q4 		$247K Sell
722
-28
-4% -$8.86K 0.01% 460
2022
Q3 		$202K Hold
750
– – 0.01% 496
2022
Q2 		$248K Buy
750
+28
+4% +$8.89K 0.01% 429
2022
Q1 		$224K Sell
722
-7
-1% -$2.28K 0.01% 520
2021
Q4 		$272K Buy
+729
New +$255K 0.01% 465

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

Forum Financial Management's WAT Position: Q1 2026 in Review

Forum Financial Management sold out of Waters Corp (WAT) in Q1 2026, closing a stake of 962 shares — an estimated $365K sold.

Forum Financial Management first reported a position in WAT in Q4 2021 and held it in 9 quarters. The position peaked at $365K in Q4 2025. 1,176 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Forum Financial Management reported no remaining Waters Corp position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 962 Waters Corp shares in Q1 2026, an estimated $365K.
  • Forum Financial Management first reported a position in Waters Corp in Q4 2021 and held it in 9 quarters.
  • Forum Financial Management's Waters Corp position peaked at $365K in Q4 2025.
  • 1,176 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.