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Ritholtz Wealth Management’s Waters Corp WAT Stock Holding History

Ritholtz 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 		$407K Buy
1,367
+744
+119% +$255K 0.01% 864
2025
Q4 		$237K Buy
+623
New +$229K ﹤0.01% 1006
2025
Q3 		– Sell
-636
Closed -$222K – 1120
2025
Q2 		$222K Buy
636
+10
+2% +$3.44K ﹤0.01% 894
2025
Q1 		$231K Buy
626
+7
+1% +$2.71K 0.01% 820
2024
Q4 		$230K Sell
619
-7
-1% -$2.56K 0.01% 780
2024
Q3 		$225K Buy
+626
New +$204K 0.01% 781
2024
Q2 		– Sell
-637
Closed -$219K – 872
2024
Q1 		$219K Hold
637
– – 0.01% 725
2023
Q4 		$210K Buy
+637
New +$176K 0.01% 691
2023
Q2 		– Sell
-929
Closed -$288K – 711
2023
Q1 		$288K Sell
929
-213
-19% -$68.9K 0.01% 526
2022
Q4 		$391K Sell
1,142
-211
-16% -$66.8K 0.02% 409
2022
Q3 		$365K Sell
1,353
-342
-20% -$109K 0.02% 481
2022
Q2 		$561K Buy
1,695
+4
+0.2% +$1.27K 0.04% 292
2022
Q1 		$525K Buy
1,691
+105
+7% +$34.2K 0.04% 295
2021
Q4 		$591K Sell
1,586
-10
-0.6% -$3.5K 0.04% 262
2021
Q3 		$570K Buy
1,596
+377
+31% +$148K 0.04% 245
2021
Q2 		$421K Buy
1,219
+283
+30% +$89.6K 0.03% 293
2021
Q1 		$266K Sell
936
-179
-16% -$48.9K 0.02% 341
2020
Q4 		$276K Buy
+1,115
New +$253K 0.03% 276

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

Ritholtz Wealth Management's WAT Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Waters Corp (WAT) stake by 119% in Q1 2026, buying an estimated $255K and bringing the position to 1,367 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #864.

Ritholtz Wealth Management first reported a position in WAT in Q4 2020 and has held it in 18 quarters since. The position peaked at $591K in Q4 2021. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Ritholtz Wealth Management held 1,367 shares of Waters Corp worth $407K as of Q1 2026.
  • Ritholtz Wealth Management bought 744 Waters Corp shares in Q1 2026, an estimated $255K.
  • Waters Corp made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #864 holding.
  • Ritholtz Wealth Management first reported a position in Waters Corp in Q4 2020 and has held it in 18 quarters since.
  • Ritholtz Wealth Management's Waters Corp position peaked at $591K in Q4 2021.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.