Motley Fool Wealth Management’s Waters Corp WAT Stock Holding History

Motley Fool Wealth 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 Q1	$5.23M	Sell	17,577 -6,631	-27%	-$2.27M	0.59%	60
2025 Q4	$9.2M	Sell	24,208 -3,760	-13%	-$1.38M	0.71%	53
2025 Q3	$8.39M	Sell	27,968 -3,369	-11%	-$1.02M	0.57%	62
2025 Q2	$10.9M	Sell	31,337 -3,633	-10%	-$1.25M	0.66%	49
2025 Q1	$12.9M	Sell	34,970 -3,505	-9%	-$1.36M	0.76%	43
2024 Q4	$14.4M	Sell	38,475 -1,919	-5%	-$702K	0.74%	42
2024 Q3	$14.5M	Sell	40,394 -1,289	-3%	-$420K	0.73%	45
2024 Q2	$12.1M	Buy	41,683 +719	+2%	+$229K	0.61%	59
2024 Q1	$14.1M	Sell	40,964 -693	-2%	-$228K	0.73%	47
2023 Q4	$13.7M	Buy	41,657 +11,823	+40%	+$3.27M	0.72%	42
2023 Q3	$8.16M	Buy	29,834 +2,592	+10%	+$716K	0.47%	68
2023 Q2	$7.26M	Buy	+27,242	New	+$7.58M	0.43%	73

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

Motley Fool Wealth Management's WAT Position: Q1 2026 in Review

Motley Fool Wealth Management reduced its Waters Corp (WAT) stake by 27% in Q1 2026, selling an estimated $2.27M and leaving 17,577 shares worth $5.23M. The position accounts for 0.59% of the portfolio, ranked #60.

Motley Fool Wealth Management first reported a position in WAT in Q2 2023 and has held it in 12 quarters since. The position peaked at $14.5M in Q3 2024. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

Motley Fool Wealth Management held 17,577 shares of Waters Corp worth $5.23M as of Q1 2026.
Motley Fool Wealth Management sold 6,631 Waters Corp shares in Q1 2026, an estimated $2.27M.
Waters Corp made up 0.59% of Motley Fool Wealth Management's portfolio in Q1 2026, its #60 holding.
Motley Fool Wealth Management first reported a position in Waters Corp in Q2 2023 and has held it in 12 quarters since.
Motley Fool Wealth Management's Waters Corp position peaked at $14.5M in Q3 2024.
1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Motley Fool Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.