NIM
WAT icon

NEOS Investment Management’s Waters Corp WAT Stock Holding History

NEOS 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
Q1 		$4.04M Buy
13,562
+7,987
+143% +$2.73M 0.02% 376
2025
Q4 		$2.12M Buy
5,575
+375
+7% +$138K 0.01% 472
2025
Q3 		$1.56M Buy
5,200
+1,356
+35% +$409K 0.01% 468
2025
Q2 		$1.34M Buy
3,844
+208
+6% +$71.5K 0.02% 442
2025
Q1 		$1.34M Buy
3,636
+1,433
+65% +$555K 0.03% 392
2024
Q4 		$817K Buy
2,203
+603
+38% +$221K 0.02% 445
2024
Q3 		$576K Buy
1,600
+210
+15% +$68.4K 0.02% 470
2024
Q2 		$403K Buy
1,390
+564
+68% +$180K 0.02% 488
2024
Q1 		$284K Sell
826
-13
-2% -$4.27K 0.02% 497
2023
Q4 		$276K Buy
+839
New +$232K 0.03% 412

Other funds holding WAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NEOS Investment Management's WAT Position: Q1 2026 in Review

NEOS Investment Management increased its Waters Corp (WAT) stake by 143% in Q1 2026, buying an estimated $2.73M and bringing the position to 13,562 shares worth $4.04M. The position accounts for 0.02% of the portfolio, ranked #376.

NEOS Investment Management first reported a position in WAT in Q4 2023 and has held it in 10 quarters since. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • NEOS Investment Management held 13,562 shares of Waters Corp worth $4.04M as of Q1 2026.
  • NEOS Investment Management bought 7,987 Waters Corp shares in Q1 2026, an estimated $2.73M.
  • Waters Corp made up 0.02% of NEOS Investment Management's portfolio in Q1 2026, its #376 holding.
  • NEOS Investment Management first reported a position in Waters Corp in Q4 2023 and has held it in 10 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.