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Hyperion Capital Advisors’s Waters Corp WAT Stock Holding History

Hyperion Capital Advisors’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 		$492K Buy
1,653
+19
+1% +$6.5K 0.24% 37
2025
Q4 		$621K Hold
1,634
– – 0.3% 31
2025
Q3 		$490K Hold
1,634
– – 0.26% 34
2025
Q2 		$570K Sell
1,634
-839
-34% -$288K 0.36% 31
2025
Q1 		$911K Sell
2,473
-162
-6% -$62.7K 0.5% 26
2024
Q4 		$978K Hold
2,635
– – 0.5% 25
2024
Q3 		$948K Hold
2,635
– – 0.45% 25
2024
Q2 		$764K Hold
2,635
– – 0.36% 27
2024
Q1 		$907K Hold
2,635
– – 0.43% 27
2023
Q4 		$868K Sell
2,635
-123
-4% -$34K 0.47% 25
2023
Q3 		$756K Hold
2,758
– – 0.41% 29
2023
Q2 		$735K Hold
2,758
– – 0.4% 30
2023
Q1 		$854K Hold
2,758
– – 0.41% 27
2022
Q4 		$945K Hold
2,758
– – 0.47% 25
2022
Q3 		$743K Hold
2,758
– – 0.37% 30
2022
Q2 		$913K Hold
2,758
– – 0.43% 28
2022
Q1 		$856K Hold
2,758
– – 0.32% 32
2021
Q4 		$1.03M Hold
2,758
– – 0.23% 30
2021
Q3 		$985K Hold
2,758
– – 0.26% 28
2021
Q2 		$953K Hold
2,758
– – 0.27% 25
2021
Q1 		$784K Hold
2,758
– – 0.25% 23
2020
Q4 		$682K Hold
2,758
– – 0.27% 28
2020
Q3 		$540K Hold
2,758
– – 0.26% 25
2020
Q2 		$498K Hold
2,758
– – 0.29% 24
2020
Q1 		$502K Hold
2,758
– – 0.36% 24
2019
Q4 		$644K Buy
+2,758
New +$609K 0.35% 23

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

Hyperion Capital Advisors's WAT Position: Q1 2026 in Review

Hyperion Capital Advisors increased its Waters Corp (WAT) stake by 1.2% in Q1 2026, buying an estimated $6.5K and bringing the position to 1,653 shares worth $492K. The position accounts for 0.24% of the portfolio, ranked #37.

Hyperion Capital Advisors first reported a position in WAT in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.03M in Q4 2021. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Hyperion Capital Advisors held 1,653 shares of Waters Corp worth $492K as of Q1 2026.
  • Hyperion Capital Advisors bought 19 Waters Corp shares in Q1 2026, an estimated $6.5K.
  • Waters Corp made up 0.24% of Hyperion Capital Advisors's portfolio in Q1 2026, its #37 holding.
  • Hyperion Capital Advisors first reported a position in Waters Corp in Q4 2019 and has held it in 26 quarters since.
  • Hyperion Capital Advisors's Waters Corp position peaked at $1.03M in Q4 2021.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Hyperion Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.