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Sage Mountain Advisors’s Waters Corp WAT Stock Holding History

Sage Mountain 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 		– Sell
-755
Closed -$287K – 558
2025
Q4 		$287K Buy
+755
New +$278K 0.02% 397

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

Sage Mountain Advisors's WAT Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Waters Corp (WAT) in Q1 2026, closing a stake of 755 shares — an estimated $287K sold.

Sage Mountain Advisors first reported a position in WAT in Q4 2025 and held it in 1 quarter. The position peaked at $287K in Q4 2025. 1,171 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Waters Corp position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 755 Waters Corp shares in Q1 2026, an estimated $287K.
  • Sage Mountain Advisors first reported a position in Waters Corp in Q4 2025 and held it in 1 quarter.
  • Sage Mountain Advisors's Waters Corp position peaked at $287K in Q4 2025.
  • 1,171 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.