Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Waters Corp WAT Stock Holding History

Sumitomo Mitsui Trust 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 		$66.5M Buy
223,324
+87,057
+64% +$29.8M 0.04% 362
2025
Q4 		$51.8M Sell
136,267
-3,489
-2% -$1.28M 0.03% 452
2025
Q3 		$41.9M Buy
139,756
+675
+0.5% +$204K 0.02% 517
2025
Q2 		$48.5M Buy
139,081
+4,941
+4% +$1.7M 0.03% 461
2025
Q1 		$49.4M Sell
134,140
-1,323
-1% -$512K 0.03% 442
2024
Q4 		$50.3M Buy
135,463
+1,675
+1% +$613K 0.03% 445
2024
Q3 		$48.1M Buy
133,788
+1,156
+0.9% +$376K 0.03% 459
2024
Q2 		$38.5M Sell
132,632
-7,304
-5% -$2.33M 0.03% 494
2024
Q1 		$48.2M Sell
139,936
-3,122
-2% -$1.03M 0.03% 504
2023
Q4 		$47.1M Sell
143,058
-1,464
-1% -$404K 0.03% 487
2023
Q3 		$39.6M Sell
144,522
-504
-0.3% -$139K 0.03% 524
2023
Q2 		$38.7M Sell
145,026
-46,337
-24% -$12.9M 0.03% 547
2023
Q1 		$59.3M Sell
191,363
-60,627
-24% -$19.6M 0.04% 441
2022
Q4 		$86.3M Sell
251,990
-48,462
-16% -$15.3M 0.07% 333
2022
Q3 		$81M Sell
300,452
-43,126
-13% -$13.8M 0.07% 343
2022
Q2 		$114M Buy
343,578
+69,720
+25% +$22.1M 0.09% 267
2022
Q1 		$85M Sell
273,858
-44,397
-14% -$14.4M 0.06% 370
2021
Q4 		$119M Buy
318,255
+57,693
+22% +$20.2M 0.07% 290
2021
Q3 		$93.1M Sell
260,562
-10,547
-4% -$4.13M 0.06% 353
2021
Q2 		$93.7M Buy
271,109
+28,463
+12% +$9.01M 0.06% 371
2021
Q1 		$69M Buy
242,646
+35,640
+17% +$9.73M 0.04% 443
2020
Q4 		$51.2M Sell
207,006
-194,782
-48% -$44.1M 0.03% 520
2020
Q3 		$78.6M Sell
401,788
-29,266
-7% -$6.08M 0.05% 373
2020
Q2 		$77.8M Buy
431,054
+158,275
+58% +$29.9M 0.05% 367
2020
Q1 		$49.7M Buy
272,779
+8,785
+3% +$1.85M 0.04% 438
2019
Q4 		$61.7M Sell
263,994
-24,918
-9% -$5.5M 0.05% 404
2019
Q3 		$64.5M Sell
288,912
-2,846
-1% -$614K 0.06% 365
2019
Q2 		$62.8M Sell
291,758
-7,080
-2% -$1.55M 0.06% 359
2019
Q1 		$75.2M Buy
298,838
+138
+0% +$31.4K 0.07% 302
2018
Q4 		$55.2M Buy
298,700
+49,777
+20% +$9.46M 0.06% 338
2018
Q3 		$48.5M Buy
248,923
+4,446
+2% +$861K 0.05% 388
2018
Q2 		$47.3M Buy
244,477
+12,497
+5% +$2.46M 0.06% 380
2018
Q1 		$46.1M Buy
231,980
+1,977
+0.9% +$409K 0.06% 353
2017
Q4 		$44.4M Buy
230,003
+8,879
+4% +$1.71M 0.06% 350
2017
Q3 		$39.7M Sell
221,124
-2,248
-1% -$408K 0.06% 365
2017
Q2 		$41.1M Sell
223,372
-863
-0.4% -$150K 0.06% 341
2017
Q1 		$35M Sell
224,235
-7,444
-3% -$1.11M 0.05% 387
2016
Q4 		$31.1M Buy
231,679
+170
+0.1% +$24.3K 0.05% 408
2016
Q3 		$36.7M Buy
231,509
+3,249
+1% +$503K 0.06% 368
2016
Q2 		$32.1M Buy
228,260
+5,142
+2% +$696K 0.06% 383
2016
Q1 		$29.4M Sell
223,118
-1,786
-0.8% -$223K 0.05% 406
2015
Q4 		$30.5M Sell
224,904
-514
-0.2% -$66K 0.05% 392
2015
Q3 		$26.6M Buy
225,418
+2,114
+0.9% +$267K 0.05% 422
2015
Q2 		$28.7M Buy
223,304
+9,405
+4% +$1.22M 0.05% 416
2015
Q1 		$26.6M Buy
213,899
+10,713
+5% +$1.28M 0.05% 447
2014
Q4 		$23.1M Sell
203,186
-75,712
-27% -$8.29M 0.04% 462
2014
Q3 		$27.6M Sell
278,898
-713
-0.3% -$73.5K 0.06% 389
2014
Q2 		$29.2M Sell
279,611
-5,154
-2% -$542K 0.06% 378
2014
Q1 		$30.9M Buy
284,765
+59,217
+26% +$6.42M 0.07% 351
2013
Q4 		$22.6M Sell
225,548
-9,680
-4% -$976K 0.05% 447
2013
Q3 		$25M Sell
235,228
-2,777
-1% -$285K 0.05% 410
2013
Q2 		$23.8M Buy
+238,005
New +$22.8M 0.05% 408

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

Sumitomo Mitsui Trust Group's WAT Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group increased its Waters Corp (WAT) stake by 64% in Q1 2026, buying an estimated $29.8M and bringing the position to 223,324 shares worth $66.5M. The position accounts for 0.04% of the portfolio, ranked #362.

Sumitomo Mitsui Trust Group first reported a position in WAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $119M in Q4 2021. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 223,324 shares of Waters Corp worth $66.5M as of Q1 2026.
  • Sumitomo Mitsui Trust Group bought 87,057 Waters Corp shares in Q1 2026, an estimated $29.8M.
  • Waters Corp made up 0.04% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #362 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Waters Corp in Q2 2013 and has held it in 52 quarters since.
  • Sumitomo Mitsui Trust Group's Waters Corp position peaked at $119M in Q4 2021.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.