Loring Wolcott & Coolidge Fiduciary Advisors’s Waters Corp WAT Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q2	$173K	Sell	460 -20	-4%	-$6.82K	﹤0.01%	336
2026 Q1	$154K	Buy	+480	New	+$164K	﹤0.01%	342
2022 Q4	–	Sell	-350	Closed	-$94K	–	608
2022 Q3	$94K	Hold	350	–	–	﹤0.01%	356
2022 Q2	$116K	Buy	+350	New	+$111K	﹤0.01%	344
2021 Q4	–	Sell	-13	Closed	-$5K	–	773
2021 Q3	$5K	Hold	13	–	–	﹤0.01%	664
2021 Q2	$4K	Buy	+13	New	+$4.12K	﹤0.01%	774
2021 Q1	–	Sell	-13	Closed	-$3K	–	707
2020 Q4	$3K	Sell	13 -237	-95%	-$53.7K	﹤0.01%	733
2020 Q3	$49K	Hold	250	–	–	﹤0.01%	400
2020 Q2	$45K	Hold	250	–	–	﹤0.01%	387
2020 Q1	$46K	Sell	250 -230	-48%	-$48.5K	﹤0.01%	387
2019 Q4	$112K	Buy	480 +250	+109%	+$55.2K	﹤0.01%	333
2019 Q3	$51K	Buy	+230	New	+$49.6K	﹤0.01%	405
2017 Q4	–	Sell	-13	Closed	-$2K	–	882
2017 Q3	$2K	Hold	13	–	–	﹤0.01%	674
2017 Q2	$2K	Buy	+13	New	+$2.26K	﹤0.01%	628
2016 Q1	–	Sell	-1,255	Closed	-$169K	–	650
2015 Q4	$169K	Hold	1,255	–	–	﹤0.01%	278
2015 Q3	$161K	Hold	1,255	–	–	﹤0.01%	297
2015 Q2	$161K	Hold	1,255	–	–	﹤0.01%	297
2015 Q1	$156K	Hold	1,255	–	–	﹤0.01%	313
2014 Q4	$141K	Sell	1,255 -950	-43%	-$104K	﹤0.01%	317
2014 Q3	$219K	Hold	2,205	–	–	0.01%	257
2014 Q2	$230K	Sell	2,205 -400	-15%	-$42.1K	0.01%	258
2014 Q1	$282K	Buy	2,605 +1,900	+270%	+$206K	0.01%	234
2013 Q4	$71K	Hold	705	–	–	﹤0.01%	364
2013 Q3	$75K	Buy	705 +380	+117%	+$39K	﹤0.01%	338
2013 Q2	$33K	Buy	+325	New	+$31.1K	﹤0.01%	434

Other funds holding WAT

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

VAM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WAT Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Waters Corp (WAT) stake by 4.2% in Q2 2026, selling an estimated $6.82K and leaving 460 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WAT in Q2 2013 and has held it in 25 quarters since. The position peaked at $282K in Q1 2014. 849 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 460 shares of Waters Corp worth $173K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 20 Waters Corp shares in Q2 2026, an estimated $6.82K.
Waters Corp made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #336 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Waters Corp in Q2 2013 and has held it in 25 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Waters Corp position peaked at $282K in Q1 2014.
849 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.