SWP
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Sagespring Wealth Partners’s Waters Corp WAT Stock Holding History

Sagespring Wealth Partners’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 		$273K Buy
917
+335
+58% +$115K 0.01% 697
2025
Q4 		$221K Buy
+582
New +$214K ﹤0.01% 731
2025
Q3 		– Sell
-610
Closed -$213K – 766
2025
Q2 		$213K Sell
610
-53
-8% -$18.2K ﹤0.01% 675
2025
Q1 		$244K Buy
663
+57
+9% +$22.1K 0.01% 579
2024
Q4 		$225K Buy
+606
New +$222K 0.01% 561

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

Sagespring Wealth Partners's WAT Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Waters Corp (WAT) stake by 58% in Q1 2026, buying an estimated $115K and bringing the position to 917 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #697.

Sagespring Wealth Partners first reported a position in WAT in Q4 2024 and has held it in 5 quarters since. 1,171 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Sagespring Wealth Partners held 917 shares of Waters Corp worth $273K as of Q1 2026.
  • Sagespring Wealth Partners bought 335 Waters Corp shares in Q1 2026, an estimated $115K.
  • Waters Corp made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #697 holding.
  • Sagespring Wealth Partners first reported a position in Waters Corp in Q4 2024 and has held it in 5 quarters since.
  • 1,171 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.