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Graybill Wealth Management’s Waters Corp WAT Stock Holding History

Graybill Wealth 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 		$3.71M Buy
12,462
+3,792
+44% +$1.3M 1.13% 43
2025
Q4 		$3.29M Buy
8,670
+29
+0.3% +$10.7K 0.97% 41
2025
Q3 		$2.59M Buy
+8,641
New +$2.61M 0.8% 43

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

Graybill Wealth Management's WAT Position: Q1 2026 in Review

Graybill Wealth Management increased its Waters Corp (WAT) stake by 44% in Q1 2026, buying an estimated $1.3M and bringing the position to 12,462 shares worth $3.71M. The position accounts for 1.13% of the portfolio, ranked #43.

Graybill Wealth Management first reported a position in WAT in Q3 2025 and has held it in 3 quarters since. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Graybill Wealth Management held 12,462 shares of Waters Corp worth $3.71M as of Q1 2026.
  • Graybill Wealth Management bought 3,792 Waters Corp shares in Q1 2026, an estimated $1.3M.
  • Waters Corp made up 1.13% of Graybill Wealth Management's portfolio in Q1 2026, its #43 holding.
  • Graybill Wealth Management first reported a position in Waters Corp in Q3 2025 and has held it in 3 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Graybill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.