EVERETT HARRIS & CO /CA/ WAT Waters Corp. COM

Ownership history in EVERETT HARRIS & CO /CA/  ·  10 quarters on record

AI Ownership Summary

EVERETT HARRIS & CO /CA/ reported Waters Corp. COM (WAT) in 10 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.28% in 2026 Q1. The latest visible filing shows WAT at 0.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EVERETT HARRIS & CO /CA/'s position in Waters Corp. COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WAT was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EVERETT HARRIS & CO /CA/ held WAT — position size vs. price
% of Fund (quarterly)    WAT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 71,970 +67,770 +1613.6% 0.28% $21.4M 2026-05-11 $348.07
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EVERETT HARRIS & CO /CA/ and WAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has EVERETT HARRIS & CO /CA/ reported owning WAT?

EVERETT HARRIS & CO /CA/ reported WAT across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported WAT position in EVERETT HARRIS & CO /CA/'s portfolio?

The largest reported portfolio weight for WAT was 0.28% in 2026 Q1.

What is the latest reported WAT position on this page?

The most recent filing on this page is 2026 Q1, when EVERETT HARRIS & CO /CA/ reported 71,970 shares, equal to 0.28% of portfolio, with an estimated market value of $21.4M.

What does the chart on this WAT ownership page compare?

The chart compares EVERETT HARRIS & CO /CA/'s quarterly WAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to EVERETT HARRIS & CO /CA/ Holdings