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Fundsmith Investment Services’s Waters Corp WAT Stock Holding History

Fundsmith Investment 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
Q2 		$314M Sell
837,764
-259,091
-24% -$88.4M 6.95% 3
2026
Q1 		$327M Sell
1,096,855
-49,354
-4% -$16.9M 7.41% 3
2025
Q4 		$435M Sell
1,146,209
-210,080
-15% -$77.3M 7.96% 2
2025
Q3 		$407M Buy
1,356,289
+135,504
+11% +$40.9M 6.34% 8
2025
Q2 		$426M Buy
1,220,785
+4,951
+0.4% +$1.7M 5.77% 8
2025
Q1 		$448M Sell
1,215,834
-9,098
-0.7% -$3.52M 6.32% 7
2024
Q4 		$454M Sell
1,224,932
-3,435
-0.3% -$1.26M 5.91% 6
2024
Q3 		$442M Buy
1,228,367
+741
+0.1% +$241K 5.5% 7
2024
Q2 		$356M Buy
1,227,626
+89,822
+8% +$28.7M 4.6% 10
2024
Q1 		$392M Buy
1,137,804
+3,121
+0.3% +$1.03M 5.21% 8
2023
Q4 		$374M Buy
1,134,683
+27,589
+2% +$7.62M 5.4% 8
2023
Q3 		$304M Buy
1,107,094
+80,889
+8% +$22.4M 4.73% 10
2023
Q2 		$274M Buy
1,026,205
+116,798
+13% +$32.5M 3.99% 13
2023
Q1 		$282M Buy
909,407
+74,169
+9% +$24M 4.33% 13
2022
Q4 		$286M Buy
835,238
+12,421
+2% +$3.93M 4.76% 11
2022
Q3 		$222M Sell
822,817
-2,774
-0.3% -$885K 3.84% 14
2022
Q2 		$273M Hold
825,591
– – 4.55% 13
2022
Q1 		$256M Buy
+825,591
New +$269M 3.52% 20

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
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

Fundsmith Investment Services's WAT Position: Q2 2026 in Review

Fundsmith Investment Services reduced its Waters Corp (WAT) stake by 24% in Q2 2026, selling an estimated $88.4M and leaving 837,764 shares worth $314M. The position accounts for 6.95% of the portfolio, ranked #3.

Fundsmith Investment Services first reported a position in WAT in Q1 2022 and has held it in 18 quarters since. The position peaked at $454M in Q4 2024. 1,115 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Fundsmith Investment Services held 837,764 shares of Waters Corp worth $314M as of Q2 2026.
  • Fundsmith Investment Services sold 259,091 Waters Corp shares in Q2 2026, an estimated $88.4M.
  • Waters Corp made up 6.95% of Fundsmith Investment Services's portfolio in Q2 2026, its #3 holding.
  • Fundsmith Investment Services first reported a position in Waters Corp in Q1 2022 and has held it in 18 quarters since.
  • Fundsmith Investment Services's Waters Corp position peaked at $454M in Q4 2024.
  • 1,115 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Fundsmith Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.