Westside Investment Management’s Waters Corp WAT Stock Holding History

Westside 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
2026 Q2	$23.3K	Sell	62 -19	-23%	-$6.48K	﹤0.01%	873
2026 Q1	$24.2K	Buy	+81	New	+$27.7K	﹤0.01%	828
2020 Q4	–	Sell	-18	Closed	-$3	–	685
2020 Q3	$3	Hold	18	–	–	﹤0.01%	601
2020 Q2	$3	Hold	18	–	–	﹤0.01%	591
2020 Q1	$3	Buy	+18	New	+$3.8K	﹤0.01%	583
2019 Q2	$3K	Buy	+18	New	+$3.93K	﹤0.01%	593
2018 Q4	$3.4K	Hold	18	–	–	﹤0.01%	589
2018 Q3	$3.49K	Buy	+18	New	+$3.48K	﹤0.01%	633

Other funds holding WAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Westside Investment Management's WAT Position: Q2 2026 in Review

Westside Investment Management reduced its Waters Corp (WAT) stake by 23% in Q2 2026, selling an estimated $6.48K and leaving 62 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Westside Investment Management first reported a position in WAT in Q3 2018 and has held it in 8 quarters since. The position peaked at $24.2K in Q1 2026. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

Westside Investment Management held 62 shares of Waters Corp worth $23.3K as of Q2 2026.
Westside Investment Management sold 19 Waters Corp shares in Q2 2026, an estimated $6.48K.
Waters Corp made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #873 holding.
Westside Investment Management first reported a position in Waters Corp in Q3 2018 and has held it in 8 quarters since.
Westside Investment Management's Waters Corp position peaked at $24.2K in Q1 2026.
1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.