SevenBridge Financial Group’s Waters Corp WAT Stock Holding History

SevenBridge Financial Group’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	$495K	Buy	1,479 +479	+48%	+$164K	0.08%	142
2025 Q4	$391K	Hold	1,000	–	–	0.06%	154
2025 Q3	$387K	Sell	1,000 -200	-17%	-$60.4K	0.06%	155
2025 Q2	$343K	Hold	1,200	–	–	0.06%	168
2025 Q1	$440K	Hold	1,200	–	–	0.09%	157
2024 Q4	$486K	Hold	1,200	–	–	0.09%	143
2024 Q3	$457K	Hold	1,200	–	–	0.09%	152
2024 Q2	$397K	Hold	1,200	–	–	0.09%	153
2024 Q1	$386K	Hold	1,200	–	–	0.09%	151
2023 Q4	$395K	Hold	1,200	–	–	0.09%	138
2023 Q3	$329K	Hold	1,200	–	–	0.09%	147
2023 Q2	$320K	Hold	1,200	–	–	0.08%	146
2023 Q1	$372K	Hold	1,200	–	–	0.1%	141
2022 Q4	$411K	Hold	1,200	–	–	0.12%	131
2022 Q3	$323K	Buy	+1,200	New	+$383K	0.11%	132

Other funds holding WAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SevenBridge Financial Group's WAT Position: Q1 2026 in Review

SevenBridge Financial Group increased its Waters Corp (WAT) stake by 48% in Q1 2026, buying an estimated $164K and bringing the position to 1,479 shares worth $495K. The position accounts for 0.08% of the portfolio, ranked #142.

SevenBridge Financial Group first reported a position in WAT in Q3 2022 and has held it in 15 quarters since. 1,171 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

SevenBridge Financial Group held 1,479 shares of Waters Corp worth $495K as of Q1 2026.
SevenBridge Financial Group bought 479 Waters Corp shares in Q1 2026, an estimated $164K.
Waters Corp made up 0.08% of SevenBridge Financial Group's portfolio in Q1 2026, its #142 holding.
SevenBridge Financial Group first reported a position in Waters Corp in Q3 2022 and has held it in 15 quarters since.
1,171 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.