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Progressive Investment Management’s Waters Corp WAT Stock Holding History

Progressive 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
2025
Q1 		– Sell
-20,076
Closed -$7.45M – 58
2024
Q4 		$7.45M Sell
20,076
-691
-3% -$253K 1.91% 21
2024
Q3 		$7.47M Sell
20,767
-358
-2% -$117K 1.92% 21
2024
Q2 		$6.13M Sell
21,125
-390
-2% -$124K 1.62% 23
2024
Q1 		$7.41M Sell
21,515
-337
-2% -$111K 2.03% 22
2023
Q4 		$7.19M Sell
21,852
-122
-0.6% -$33.7K 2.05% 22
2023
Q3 		$6.03M Sell
21,974
-257
-1% -$71K 1.96% 23
2023
Q2 		$5.93M Sell
22,231
-268
-1% -$74.6K 1.85% 23
2023
Q1 		$6.97M Buy
22,499
+428
+2% +$138K 2.25% 21
2022
Q4 		$7.56M Buy
22,071
+135
+0.6% +$42.7K 2.93% 15
2022
Q3 		$5.91M Buy
21,936
+64
+0.3% +$20.4K 2.43% 20
2022
Q2 		$7.24M Buy
21,872
+184
+0.8% +$58.4K 2.83% 15
2022
Q1 		$6.73M Sell
21,688
-243
-1% -$79.1K 2.12% 21
2021
Q4 		$8.17M Sell
21,931
-331
-1% -$116K 2.27% 20
2021
Q3 		$7.95M Buy
22,262
+104
+0.5% +$40.7K 2.36% 20
2021
Q2 		$7.66M Sell
22,158
-71
-0.3% -$22.5K 2.39% 17
2021
Q1 		$6.32M Buy
22,229
+8
+0% +$2.18K 2.23% 21
2020
Q4 		$5.5M Sell
22,221
-217
-1% -$49.2K 1.98% 23
2020
Q3 		$4.39M Sell
22,438
-286
-1% -$59.4K 1.74% 23
2020
Q2 		$4.1M Sell
22,724
-140
-0.6% -$26.5K 1.79% 24
2020
Q1 		$4.16M Buy
22,864
+272
+1% +$57.4K 2.32% 21
2019
Q4 		$5.28M Buy
22,592
+104
+0.5% +$23K 2.58% 21
2019
Q3 		$5.02M Sell
22,488
-303
-1% -$65.4K 2.69% 18
2019
Q2 		$4.91M Sell
22,791
-181
-0.8% -$39.6K 2.75% 17
2019
Q1 		$5.78M Buy
22,972
+174
+0.8% +$39.6K 3.36% 11
2018
Q4 		$4.3M Buy
22,798
+94
+0.4% +$17.9K 2.95% 14
2018
Q3 		$4.42M Buy
22,704
+249
+1% +$48.2K 2.64% 18
2018
Q2 		$4.35M Sell
22,455
-411
-2% -$81K 2.8% 18
2018
Q1 		$4.54M Buy
22,866
+260
+1% +$53.8K 3.04% 15
2017
Q4 		$4.37M Buy
22,606
+285
+1% +$55K 2.93% 14
2017
Q3 		$4.01M Buy
22,321
+53
+0.2% +$9.61K 3.02% 12
2017
Q2 		$4.09M Sell
22,268
-27
-0.1% -$4.69K 3.18% 7
2017
Q1 		$3.48M Buy
22,295
+62
+0.3% +$9.26K 2.9% 15
2016
Q4 		$2.99M Sell
22,233
-27
-0.1% -$3.85K 2.74% 12
2016
Q3 		$3.53M Sell
22,260
-341
-2% -$52.8K 3.28% 6
2016
Q2 		$3.18M Buy
22,601
+631
+3% +$85.4K 3.08% 6
2016
Q1 		$2.9M Sell
21,970
-661
-3% -$82.5K 2.95% 7
2015
Q4 		$3.05M Buy
22,631
+225
+1% +$28.9K 3.25% 4
2015
Q3 		$2.65M Sell
22,406
-377
-2% -$47.7K 3.06% 6
2015
Q2 		$2.9M Buy
22,783
+18,040
+380% +$2.34M 3.19% 4
2015
Q1 		$589K Sell
4,743
-62,403
-93% -$7.44M 2.03% 26
2014
Q4 		$7.57M Buy
67,146
+152
+0.2% +$16.7K 2.6% 19
2014
Q3 		$6.64M Hold
66,994
– – 2.3% 24
2014
Q2 		$7M Sell
66,994
-9,811
-13% -$1.03M 2.26% 29
2014
Q1 		$8.33M Buy
76,805
+105
+0.1% +$11.4K 2.67% 11
2013
Q4 		$7.67M Buy
76,700
+300
+0.4% +$30.2K 2.63% 18
2013
Q3 		$8.12M Sell
76,400
-1,090
-1% -$112K 3.01% 6
2013
Q2 		$7.75M Buy
+77,490
New +$7.42M 3.01% 7

Other funds holding WAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FIS
Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.41B AUM 6.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Progressive Investment Management's WAT Position: Q1 2025 in Review

Progressive Investment Management sold out of Waters Corp (WAT) in Q1 2025, closing a stake of 20,076 shares — an estimated $7.45M sold.

Progressive Investment Management first reported a position in WAT in Q2 2013 and held it in 47 quarters. The position peaked at $8.33M in Q1 2014. 764 funds tracked by Wall St. Rank hold WAT as of Q1 2025.

  • Progressive Investment Management reported no remaining Waters Corp position as of Q1 2025 after selling out during the quarter.
  • Progressive Investment Management sold 20,076 Waters Corp shares in Q1 2025, an estimated $7.45M.
  • Progressive Investment Management first reported a position in Waters Corp in Q2 2013 and held it in 47 quarters.
  • Progressive Investment Management's Waters Corp position peaked at $8.33M in Q1 2014.
  • 764 funds tracked by Wall St. Rank held Waters Corp as of Q1 2025.

Based on Progressive Investment Management's 13F filing for Q1 2025, filed 13 May 2025.