SFE Investment Counsel’s Waters Corp WAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$279K Sell
743
-1,170
-61% -$399K 0.04% 133
2026
Q1
$570K Buy
+1,913
New +$655K 0.09% 104
2025
Q3
Sell
-577
Closed -$201K 151
2025
Q2
$201K Hold
577
0.04% 139
2025
Q1
$213K Buy
577
+7
+1% +$2.71K 0.04% 135
2024
Q4
$211K Sell
570
-709
-55% -$259K 0.04% 109
2024
Q3
$460K Sell
1,279
-51
-4% -$16.6K 0.1% 96
2024
Q2
$386K Sell
1,330
-4
-0.3% -$1.28K 0.09% 98
2024
Q1
$459K Hold
1,334
0.1% 99
2023
Q4
$439K Sell
1,334
-160
-11% -$44.2K 0.11% 95
2023
Q3
$410K Sell
1,494
-13
-0.9% -$3.59K 0.12% 94
2023
Q2
$402K Buy
1,507
+261
+21% +$72.6K 0.11% 99
2023
Q1
$371K Hold
1,246
0.11% 99
2022
Q4
$414K Buy
1,246
+15
+1% +$4.75K 0.13% 98
2022
Q3
$332K Hold
1,231
0.1% 103
2022
Q2
$407K Hold
1,231
0.12% 97
2022
Q1
$382K Sell
1,231
-2,407
-66% -$783K 0.1% 107
2021
Q4
$1.36M Sell
3,638
-44
-1% -$15.4K 0.35% 74
2021
Q3
$1.32M Sell
3,682
-36
-1% -$14.1K 0.37% 72
2021
Q2
$1.28M Sell
3,718
-165
-4% -$52.2K 0.35% 70
2021
Q1
$1.1M Sell
3,883
-2,403
-38% -$656K 0.32% 74
2020
Q4
$1.55M Buy
6,286
+1,241
+25% +$281K 0.49% 58
2020
Q3
$987K Buy
5,045
+28
+0.6% +$5.82K 0.39% 68
2020
Q2
$905K Buy
5,017
+604
+14% +$114K 0.4% 65
2020
Q1
$803K Sell
4,413
-248
-5% -$52.3K 0.44% 62
2019
Q4
$1.09M Buy
4,661
+20
+0.4% +$4.42K 0.45% 67
2019
Q3
$1.04M Sell
4,641
-48
-1% -$10.4K 0.44% 66
2019
Q2
$1.01M Buy
4,689
+1,158
+33% +$253K 0.43% 65
2019
Q1
$889K Sell
3,531
-570
-14% -$130K 0.4% 64
2018
Q4
$774K Sell
4,101
-942
-19% -$179K 0.4% 74
2018
Q3
$982K Sell
5,043
-186
-4% -$36K 0.38% 73
2018
Q2
$1.01M Buy
5,229
+834
+19% +$164K 0.42% 67
2018
Q1
$873K Sell
4,395
-2,208
-33% -$457K 0.45% 62
2017
Q4
$1.28M Buy
6,603
+979
+17% +$189K 0.52% 55
2017
Q3
$1.01M Buy
5,624
+992
+21% +$180K 0.42% 66
2017
Q2
$852K Buy
+4,632
New +$805K 0.35% 73
2014
Q2
Sell
-2,000
Closed -$217K 89
2014
Q1
$217K Sell
2,000
-100
-5% -$10.8K 0.09% 82
2013
Q4
$210K Buy
+2,100
New +$212K 0.09% 83

Other funds holding WAT

SFE Investment Counsel's WAT Position: Q2 2026 in Review

SFE Investment Counsel reduced its Waters Corp (WAT) stake by 61% in Q2 2026, selling an estimated $399K and leaving 743 shares worth $279K. The position accounts for 0.04% of the portfolio, ranked #133.

SFE Investment Counsel first reported a position in WAT in Q4 2013 and has held it in 37 quarters since. The position peaked at $1.55M in Q4 2020. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • SFE Investment Counsel held 743 shares of Waters Corp worth $279K as of Q2 2026.
  • SFE Investment Counsel sold 1,170 Waters Corp shares in Q2 2026, an estimated $399K.
  • Waters Corp made up 0.04% of SFE Investment Counsel's portfolio in Q2 2026, its #133 holding.
  • SFE Investment Counsel first reported a position in Waters Corp in Q4 2013 and has held it in 37 quarters since.
  • SFE Investment Counsel's Waters Corp position peaked at $1.55M in Q4 2020.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on SFE Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.