McDaniel Terry & Co’s Waters Corp WAT Stock Holding History

McDaniel Terry & Co’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	–	Sell	-1,737	Closed	-$517K	–	85
2026 Q1	$517K	Buy	+1,737	New	+$594K	0.04%	61

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

McDaniel Terry & Co's WAT Position: Q2 2026 in Review

McDaniel Terry & Co sold out of Waters Corp (WAT) in Q2 2026, closing a stake of 1,737 shares — an estimated $517K sold.

McDaniel Terry & Co first reported a position in WAT in Q1 2026 and held it in 1 quarter. The position peaked at $517K in Q1 2026. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

McDaniel Terry & Co reported no remaining Waters Corp position as of Q2 2026 after selling out during the quarter.
McDaniel Terry & Co sold 1,737 Waters Corp shares in Q2 2026, an estimated $517K.
McDaniel Terry & Co first reported a position in Waters Corp in Q1 2026 and held it in 1 quarter.
McDaniel Terry & Co's Waters Corp position peaked at $517K in Q1 2026.
1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on McDaniel Terry & Co's 13F filing for Q2 2026, filed 30 Jul 2026.