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Morningstar Investment Management’s Waters Corp WAT Stock Holding History

Morningstar Investment Management’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 		$6.09M Hold
20,445
– – 0.38% 54
2026
Q1 		$6.09M Buy
20,445
+7,538
+58% +$2.58M 0.38% 54
2025
Q4 		$4.9M Hold
12,907
– – 0.29% 76
2025
Q3 		$3.87M Buy
+12,907
New +$3.89M 0.14% 172

Other funds holding WAT

RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Morningstar Investment Management's WAT Position: Q2 2026 in Review

Morningstar Investment Management held its Waters Corp (WAT) position steady in Q2 2026 at 20,445 shares worth $6.09M. The position accounts for 0.38% of the portfolio, ranked #54.

Morningstar Investment Management first reported a position in WAT in Q3 2025 and has held it in 4 quarters since. 406 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Morningstar Investment Management held 20,445 shares of Waters Corp worth $6.09M as of Q2 2026.
  • Morningstar Investment Management left its Waters Corp share count unchanged in Q2 2026.
  • Waters Corp made up 0.38% of Morningstar Investment Management's portfolio in Q2 2026, its #54 holding.
  • Morningstar Investment Management first reported a position in Waters Corp in Q3 2025 and has held it in 4 quarters since.
  • 406 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.