Kovitz Investment Group Partners’s Waters Corp WAT Stock Holding History

Kovitz Investment Group 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
2025 Q4	–	Sell	-266,223	Closed	-$79.8M	–	1329
2025 Q3	$79.8M	Buy	266,223 +265,105	+23,712%	+$80M	0.31%	69
2025 Q2	$390K	Sell	1,118 -69	-6%	-$23.7K	﹤0.01%	1060
2025 Q1	$437K	Buy	1,187 +4	+0.3%	+$1.55K	﹤0.01%	942
2024 Q4	$439K	Buy	+1,183	New	+$433K	﹤0.01%	936
2023 Q2	–	Sell	-1,696	Closed	-$525K	–	447
2023 Q1	$525K	Sell	1,696 -712	-30%	-$230K	0.01%	343
2022 Q4	$825K	Sell	2,408 -391	-14%	-$124K	0.02%	303
2022 Q3	$754K	Sell	2,799 -4,969	-64%	-$1.59M	0.02%	298
2022 Q2	$2.57M	Sell	7,768 -7,102	-48%	-$2.25M	0.06%	209
2022 Q1	$4.62M	Buy	+14,870	New	+$4.84M	0.09%	173

Other funds holding WAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Kovitz Investment Group Partners's WAT Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Waters Corp (WAT) in Q4 2025, closing a stake of 266,223 shares — an estimated $79.8M sold.

Kovitz Investment Group Partners first reported a position in WAT in Q1 2022 and held it in 9 quarters. The position peaked at $79.8M in Q3 2025. 808 funds tracked by Wall St. Rank hold WAT as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Waters Corp position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 266,223 Waters Corp shares in Q4 2025, an estimated $79.8M.
Kovitz Investment Group Partners first reported a position in Waters Corp in Q1 2022 and held it in 9 quarters.
Kovitz Investment Group Partners's Waters Corp position peaked at $79.8M in Q3 2025.
808 funds tracked by Wall St. Rank held Waters Corp as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.