Kuhn & Co Investment Counsel’s Waters Corp WAT Stock Holding History

Kuhn & Co Investment Counsel’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	$435K	Buy	1,461 +179	+14%	+$61.2K	0.28%	90
2025 Q4	$487K	Hold	1,282	–	–	0.32%	89
2025 Q3	$384K	Hold	1,282	–	–	0.3%	92
2025 Q2	$447K	Sell	1,282 -30	-2%	-$10.3K	0.34%	88
2025 Q1	$484K	Hold	1,312	–	–	0.41%	81
2024 Q4	$487K	Hold	1,312	–	–	0.41%	78
2024 Q3	$472K	Hold	1,312	–	–	0.4%	83
2024 Q2	$381K	Hold	1,312	–	–	0.34%	93
2024 Q1	$452K	Hold	1,312	–	–	0.42%	82
2023 Q4	$432K	Buy	+1,312	New	+$362K	0.44%	80

Other funds holding WAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kuhn & Co Investment Counsel's WAT Position: Q1 2026 in Review

Kuhn & Co Investment Counsel increased its Waters Corp (WAT) stake by 14% in Q1 2026, buying an estimated $61.2K and bringing the position to 1,461 shares worth $435K. The position accounts for 0.28% of the portfolio, ranked #90.

Kuhn & Co Investment Counsel first reported a position in WAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $487K in Q4 2025. 1,171 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

Kuhn & Co Investment Counsel held 1,461 shares of Waters Corp worth $435K as of Q1 2026.
Kuhn & Co Investment Counsel bought 179 Waters Corp shares in Q1 2026, an estimated $61.2K.
Waters Corp made up 0.28% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #90 holding.
Kuhn & Co Investment Counsel first reported a position in Waters Corp in Q4 2023 and has held it in 10 quarters since.
Kuhn & Co Investment Counsel's Waters Corp position peaked at $487K in Q4 2025.
1,171 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.