Guardian Partners’s Waters Corp WAT Stock Holding History

Guardian 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	$344K	Sell	784 -4	-0.5%	-$1.6K	0.03%	180
2026 Q2	$296K	Sell	788 -1	-0.1%	-$341	0.03%	180
2026 Q1	$235K	Buy	789 +68	+9%	+$23.3K	0.02%	178
2025 Q4	$276K	Buy	+721	New	+$265K	0.02%	188
2025 Q3	–	Sell	-1,710	Closed	-$597K	–	188
2025 Q2	$597K	Sell	1,710 -260	-13%	-$89.4K	0.05%	138
2025 Q1	$660K	Sell	1,970 -255	-11%	-$98.7K	0.07%	119
2024 Q4	$833K	Buy	+2,225	New	+$814K	0.08%	111

Other funds holding WAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Guardian Partners's WAT Position: Q3 2026 in Review

Guardian Partners reduced its Waters Corp (WAT) stake by 0.51% in Q3 2026, selling an estimated $1.6K and leaving 784 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #180.

Guardian Partners first reported a position in WAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $833K in Q4 2024. 443 funds tracked by Wall St. Rank hold WAT as of Q3 2026.

Guardian Partners held 784 shares of Waters Corp worth $344K as of Q3 2026.
Guardian Partners sold 4 Waters Corp shares in Q3 2026, an estimated $1.6K.
Waters Corp made up 0.03% of Guardian Partners's portfolio in Q3 2026, its #180 holding.
Guardian Partners first reported a position in Waters Corp in Q4 2024 and has held it in 7 quarters since.
Guardian Partners's Waters Corp position peaked at $833K in Q4 2024.
443 funds tracked by Wall St. Rank held Waters Corp as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.