UBS Group’s Waters Corp WAT Stock Holding History

UBS 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
2020 Q3	–	Sell	-1,300	Closed	-$235K	–	8443
2020 Q2	$235K	Buy	+1,300	New	+$246K	﹤0.01%	4689
2019 Q4	–	Sell	-1,500	Closed	-$335K	–	8445
2019 Q3	$335K	Hold	1,500	–	–	﹤0.01%	4865
2019 Q2	$323K	Buy	+1,500	New	+$328K	﹤0.01%	4603
2017 Q1	–	Sell	-8,415	Closed	-$1.13M	–	8016
2016 Q4	$1.13M	Buy	+8,415	New	+$1.2M	﹤0.01%	3443
2015 Q1	–	Sell	-19,655	Closed	-$2.22M	–	9435
2014 Q4	$2.22M	Buy	+19,655	New	+$2.15M	﹤0.01%	2808

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

UBS Group's WAT Position: Q1 2026 in Review

UBS Group increased its Waters Corp (WAT) stake by 80% in Q1 2026, buying an estimated $97.3M and bringing the position to 640,339 shares worth $191M. The position accounts for 0.03% of the portfolio, ranked #640.

UBS Group first reported a position in WAT in Q4 2014 and has held it in 46 quarters since. 1,171 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

UBS Group held 640,339 shares of Waters Corp worth $191M as of Q1 2026.
UBS Group bought 284,384 Waters Corp shares in Q1 2026, an estimated $97.3M.
Waters Corp made up 0.03% of UBS Group's portfolio in Q1 2026, its #640 holding.
UBS Group first reported a position in Waters Corp in Q4 2014 and has held it in 46 quarters since.
1,171 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.