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Waverly Advisors’s Waters Corp WAT Stock Holding History

Waverly Advisors’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 		$966K Buy
3,244
+832
+34% +$285K 0.01% 845
2025
Q4 		$916K Buy
2,412
+178
+8% +$65.5K 0.01% 793
2025
Q3 		$670K Sell
2,234
-44
-2% -$13.3K 0.01% 755
2025
Q2 		$795K Sell
2,278
-52
-2% -$17.9K 0.01% 674
2025
Q1 		$859K Sell
2,330
-26
-1% -$10.1K 0.01% 638
2024
Q4 		$874K Buy
2,356
+56
+2% +$20.5K 0.01% 548
2024
Q3 		$828K Buy
2,300
+3
+0.1% +$977 0.02% 478
2024
Q2 		$666K Buy
+2,297
New +$733K 0.01% 513
2015
Q2 		– Sell
-110
Closed -$14K – 404
2015
Q1 		$14K Hold
110
– – 0.01% 232
2014
Q4 		$12K Buy
+110
New +$12.1K 0.01% 285

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

Waverly Advisors's WAT Position: Q1 2026 in Review

Waverly Advisors increased its Waters Corp (WAT) stake by 34% in Q1 2026, buying an estimated $285K and bringing the position to 3,244 shares worth $966K. The position accounts for 0.01% of the portfolio, ranked #845.

Waverly Advisors first reported a position in WAT in Q4 2014 and has held it in 10 quarters since. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Waverly Advisors held 3,244 shares of Waters Corp worth $966K as of Q1 2026.
  • Waverly Advisors bought 832 Waters Corp shares in Q1 2026, an estimated $285K.
  • Waters Corp made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #845 holding.
  • Waverly Advisors first reported a position in Waters Corp in Q4 2014 and has held it in 10 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.