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Tortoise Investment Management’s Waters Corp WAT Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-3
Closed -$899 – 1437
2025
Q3 		$899 Hold
3
– – ﹤0.01% 1066
2025
Q2 		$1.05K Buy
+3
New +$1.03K ﹤0.01% 957

Other funds holding WAT

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Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Tortoise Investment Management's WAT Position: Q4 2025 in Review

Tortoise Investment Management sold out of Waters Corp (WAT) in Q4 2025, closing a stake of 3 shares — an estimated $899 sold.

Tortoise Investment Management first reported a position in WAT in Q2 2025 and held it in 2 quarters. The position peaked at $1.05K in Q2 2025. 808 funds tracked by Wall St. Rank hold WAT as of Q4 2025.

  • Tortoise Investment Management reported no remaining Waters Corp position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 3 Waters Corp shares in Q4 2025, an estimated $899.
  • Tortoise Investment Management first reported a position in Waters Corp in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Waters Corp position peaked at $1.05K in Q2 2025.
  • 808 funds tracked by Wall St. Rank held Waters Corp as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.