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WAT icon

NewEdge Advisors’s Waters Corp WAT Stock Holding History

NewEdge 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
Q1 		$1.09M Buy
3,654
+3,619
+10,340% +$1.24M ﹤0.01% 1458
2025
Q4 		$13.3K Sell
35
-1
-3% -$368 ﹤0.01% 3385
2025
Q3 		$10.8K Hold
36
– – ﹤0.01% 3307
2025
Q2 		$12.6K Buy
36
+1
+3% +$344 ﹤0.01% 3120
2025
Q1 		$12.9K Sell
35
-1
-3% -$387 ﹤0.01% 3004
2024
Q4 		$13.4K Hold
36
– – ﹤0.01% 2933
2024
Q3 		$13K Buy
36
+1
+3% +$326 ﹤0.01% 2862
2024
Q2 		$10.2K Hold
35
– – ﹤0.01% 2855
2024
Q1 		$12K Hold
35
– – ﹤0.01% 2810
2023
Q4 		$11.5K Sell
35
-75
-68% -$20.7K ﹤0.01% 2784
2023
Q3 		$30.2K Sell
110
-88
-44% -$24.3K ﹤0.01% 2255
2023
Q2 		$52.8K Buy
198
+168
+560% +$46.8K ﹤0.01% 2068
2023
Q1 		$9.29K Hold
30
– – ﹤0.01% 2589
2022
Q4 		$10 Buy
+30
New +$9.49K ﹤0.01% 3715
2020
Q1 		– Sell
-1,913
Closed -$446K – 907
2019
Q4 		$446K Sell
1,913
-694
-27% -$153K 0.02% 560
2019
Q3 		$563K Buy
+2,607
New +$563K 0.03% 464
2017
Q3 		– Sell
-90
Closed -$16.2K – 1122
2017
Q2 		$16.2K Buy
+90
New +$15.6K ﹤0.01% 801

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

NewEdge Advisors's WAT Position: Q1 2026 in Review

NewEdge Advisors increased its Waters Corp (WAT) stake by 10,340% in Q1 2026, buying an estimated $1.24M and bringing the position to 3,654 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

NewEdge Advisors first reported a position in WAT in Q2 2017 and has held it in 17 quarters since. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • NewEdge Advisors held 3,654 shares of Waters Corp worth $1.09M as of Q1 2026.
  • NewEdge Advisors bought 3,619 Waters Corp shares in Q1 2026, an estimated $1.24M.
  • Waters Corp made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1458 holding.
  • NewEdge Advisors first reported a position in Waters Corp in Q2 2017 and has held it in 17 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.