SCM
WAT icon

Sone Capital Management’s Waters Corp WAT Stock Holding History

Sone Capital 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
Q2 		$22.8M Buy
+60,706
New +$20.7M 1.73% 15
2025
Q4 		– Sell
-31,877
Closed -$9.56M – 125
2025
Q3 		$9.56M Sell
31,877
-43,076
-57% -$13M 0.8% 50
2025
Q2 		$26.2M Buy
+74,953
New +$25.8M 2.41% 6

Other funds holding WAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sone Capital Management's WAT Position: Q2 2026 in Review

Sone Capital Management opened a new position in Waters Corp (WAT) in Q2 2026: 60,706 shares worth $22.8M. The stake represents 1.73% of the portfolio and ranks #15 among its holdings. This is a return to the name: Sone Capital Management previously reported a position in WAT as recently as Q3 2025.

Sone Capital Management first reported a position in WAT in Q2 2025 and has held it in 3 quarters since. The position peaked at $26.2M in Q2 2025. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Sone Capital Management held 60,706 shares of Waters Corp worth $22.8M as of Q2 2026.
  • Waters Corp was a new Sone Capital Management position in Q2 2026.
  • Waters Corp made up 1.73% of Sone Capital Management's portfolio in Q2 2026, its #15 holding.
  • Sone Capital Management first reported a position in Waters Corp in Q2 2025 and has held it in 3 quarters since.
  • Sone Capital Management's Waters Corp position peaked at $26.2M in Q2 2025.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Sone Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.