Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  Waters Corp. (WAT)
← All WAT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 38,766 0.23 Add 0.08% <0.01 $282.77–408.67 · VW $331.23i $11,544,515 SEC
2025   Q4 38,736 0.23 Reduce 11.84% 0.02 $299.63–414.15 · VW $367.32i $14,713,095 SEC
2025   Q3 43,936 0.16 $299.81 $13,172,452 SEC
2025   Q2 43,936 0.18 Reduce 0.89% <0.01 $297.14–368.02 · VW $344.09i $15,335,421 SEC
2025   Q1 44,332 0.18 Reduce 0.18% <0.01 $355.00–423.56 · VW $386.52i $16,339,445 SEC
2024   Q4 44,412 0.15 Reduce 7.38% 0.01 $321.32–397.02 · VW $363.20i $16,475,964 SEC
2024   Q3 47,952 0.14 Reduce 2.82% <0.01 $279.24–363.55 · VW $335.51i $17,257,445 SEC
2024   Q2 49,342 0.12 Reduce 9.20% 0.01 $283.59–367.21 · VW $312.86i $14,315,101 SEC
2024   Q1 54,342 0.14 Reduce 7.32% 0.01 $293.46–363.80 · VW $330.30i $18,706,147 SEC
2023   Q4 58,632 0.15 Reduce 1.36% <0.01 $231.90–335.40 · VW $272.30i $19,303,413 SEC
2023   Q3 59,442 0.13 Add 8.55% 0.01 $256.06–300.77 · VW $278.19i $16,299,591 SEC
2023   Q2 54,762 0.11 Add 19.56% 0.02 $248.18–313.25 · VW $273.12i $14,596,263 SEC
2023   Q1 45,802 0.11 Reduce 2.01% <0.01 $291.95–350.97 · VW $320.27i $13,954,495 SEC
2022   Q4 46,742 0.13 Reduce 0.06% <0.01 $265.61–353.71 · VW $318.61i $16,012,874 SEC
2022   Q3 46,772 0.11 $269.52 $12,606,000 SEC
2022   Q2 46,772 0.13 Reduce 0.20% <0.01 $288.32–344.15 · VW $317.95i $15,481,000 SEC
2022   Q1 46,867 0.11 Reduce 0.60% <0.01 $297.65–372.24 · VW $323.51i $14,547,000 SEC
2021   Q4 47,152 0.12 Reduce 0.18% <0.01 $324.35–375.24 · VW $352.31i $17,569,000 SEC
2021   Q3 47,237 0.13 Reduce 0.25% <0.01 $343.15–428.22 · VW $384.69i $16,878,000 SEC
2021   Q2 47,357 0.12 Reduce 0.14% <0.01 $279.69–349.07 · VW $317.56i $16,367,000 SEC
2021   Q1 47,422 0.11 Reduce 4.57% <0.01 $244.77–299.06 · VW $273.39i $13,476,000 SEC
2020   Q4 49,692 0.10 Reduce 0.70% <0.01 $192.54–252.67 · VW $227.29i $12,295,000 SEC
2020   Q3 50,042 0.09 Reduce 10.16% 0.01 $179.76–239.74 · VW $209.27i $9,792,000 SEC
2020   Q2 55,702 0.10 Reduce 2.53% <0.01 $171.38–210.90 · VW $188.67i $10,049,000 SEC
2020   Q1 57,148 0.12 Reduce 76.77% 0.44 $154.39–245.68 · VW $201.60i $10,404,000 SEC
2019   Q4 245,972 0.57 Reduce 24.71% 0.19 $204.58–236.37 · VW $220.27i $57,471,000 SEC
2019   Q3 326,682 0.78 Reduce 26.86% 0.30 $199.87–237.51 · VW $215.34i $72,925,000 SEC
2019   Q2 446,637 1.10 Add 1.36% 0.01 $199.11–255.21 · VW $213.91i $96,134,000 SEC
2019   Q1 440,661 1.32 Reduce 58.13% 1.63 $174.95–252.24 · VW $229.70i $110,919,000 SEC
2018   Q4 1,052,521 2.81 Reduce 0.24% <0.01 $167.94–204.64 · VW $189.10i $198,558,000 SEC
2018   Q3 1,055,006 2.56 Reduce 0.20% <0.01 $184.81–202.79 · VW $194.04i $205,389,000 SEC
2018   Q2 1,057,151 2.75 Add 5.26% 0.14 $187.28–211.78 · VW $195.70i $204,654,000 SEC
2018   Q1 1,004,311 2.60 Reduce 0.03% <0.01 $187.66–220.20 · VW $205.82i $199,506,000 SEC
2017   Q4 1,004,636 2.48 Reduce 16.29% 0.47 $179.27–201.95 · VW $194.24i $194,086,000 SEC
2017   Q3 1,200,202 2.91 Reduce 0.45% 0.01 $171.32–190.39 · VW $179.76i $215,460,000 SEC
2017   Q2 1,205,662 3.04 Reduce 3.03% 0.08 $154.15–187.65 · VW $175.32i $221,649,000 SEC
2017   Q1 1,243,342 2.72 Reduce 0.01% <0.01 $134.68–158.81 · VW $147.97i $194,347,000 SEC
2016   Q4 1,243,457 2.45 Add 24.37% 0.48 $133.35–160.00 · VW $140.27i $167,108,000 SEC
2016   Q3 999,822 2.37 Reduce 18.19% 0.49 $140.50–162.53 · VW $156.04i $158,462,000 SEC
2016   Q2 1,222,125 2.67 Reduce 1.10% 0.03 $128.90–140.75 · VW $134.82i $171,892,000 SEC
2016   Q1 1,235,675 2.60 Reduce 5.86% 0.17 $112.00–133.02 · VW $123.66i $163,010,000 SEC
2015   Q4 1,312,555 2.96 Add 0.20% <0.01 $115.21–136.95 · VW $129.49i $176,644,000 SEC
2015   Q3 1,309,895 2.73 Add 0.65% 0.02 $113.98–136.17 · VW $124.84i $154,843,000 SEC
2015   Q2 1,301,450 2.67 Reduce 21.45% 0.68 $120.79–137.39 · VW $129.53i $167,080,000 SEC
2015   Q1 1,656,765 3.15 Add 0.31% <0.01 $111.77–125.86 · VW $119.97i $205,969,000 SEC
2014   Q4 1,651,585 2.88 Reduce 1.83% 0.05 $93.56–117.71 · VW $109.93i $186,167,000 SEC
2014   Q3 1,682,438 2.65 Reduce 3.35% 0.09 $99.08–108.89 · VW $102.75i $166,763,000 SEC
2014   Q2 1,740,728 2.74 Reduce 3.90% 0.11 $97.86–114.36 · VW $102.74i $181,802,000 SEC
2014   Q1 1,811,425 2.83 Reduce 13.54% 0.40 $97.90–115.06 · VW $108.21i $196,377,000 SEC
2013   Q4 2,095,025 2.98 Reduce 1.37% 0.05 $94.50–107.13 · VW $100.44i $209,503,000 SEC
2013   Q3 2,124,170 3.49 Add 1.15% 0.04 $97.53–108.89 · VW $102.06i $225,608,000 SEC
2013   Q2 2,100,023 3.45 Add 1.18% 0.04 $87.85–102.69 · VW $95.65i $210,107,000 SEC
2013   Q1 2,075,533 3.26 Reduce 2.74% 0.10 $85.01–95.41 · VW $91.58i $194,913,000 SEC
2012   Q4 2,134,031 3.48 Reduce 2.76% 0.09 $78.33–89.51 · VW $83.98i $185,916,000 SEC
2012   Q3 2,194,697 3.28 Add 16.31% 0.46 $74.12–85.92 · VW $79.06i $182,884,000 SEC
2012   Q2 1,886,907 2.73 Add 1.18% 0.03 $75.23–94.47 · VW $81.98i $149,952,000 SEC
2012   Q1 1,864,938 2.99 Reduce 1.08% 0.03 $72.98–94.42 · VW $86.61i $172,805,000 SEC
2011   Q4 1,885,328 2.62 Add 2.22% 0.06 $70.88–83.68 · VW $77.72i $139,608,000 SEC
2011   Q3 1,844,408 1.42 Add 7.71% 0.10 $71.12–99.37 · VW $81.84i $139,234,000 SEC
2011   Q2 1,712,358 2.86 Reduce 0.39% 0.01 $85.30–100.00 · VW $95.73i $163,941,000 SEC
2011   Q1 1,719,062 2.74 Add 5.91% 0.15 $74.15–87.57 · VW $80.62i $149,386,000 SEC
2010   Q4 1,623,152 2.62 Add 2.32% 0.06 $69.59–81.00 · VW $76.07i $126,135,000 SEC
2010   Q3 1,586,400 1.39 Reduce 0.41% <0.01 $60.01–72.26 · VW $64.80i $112,285,000 SEC
2010   Q2 1,592,890 1.46 Reduce 4.04% 0.06 $62.02–73.78 · VW $68.48i $103,060,000 SEC
2010   Q1 1,659,940 1.56 Add 0.38% <0.01 $55.97–68.33 · VW $61.42i $112,112,000 SEC
2009   Q4 1,653,670 3.25 Reduce 6.94% 0.12 $53.50–63.09 · VW $58.61i $102,461,000 SEC
2009   Q3 1,777,080 1.79 Reduce 10.64% 0.23 $47.57–57.32 · VW $51.81i $99,268,000 SEC
2009   Q2 1,988,780 2.15 Reduce 9.42% 0.18 $34.23–51.72 · VW $44.44i $102,363,000 SEC
2009   Q1 2,195,660 1.90 Add 2.46% 0.05 $30.00–41.96 · VW $36.33i $81,130,000 SEC
2008   Q4 2,142,935 1.65 Add 18.02% 0.25 $32.21–58.61 · VW $41.69i $78,539,000 SEC
2008   Q3 1,815,760 1.77 Add 22.41% 0.32 $53.10–71.00 · VW $64.63i $105,641,000 SEC
2008   Q2 1,483,350 1.85 Add 9.01% 0.15 $52.05–65.34 · VW $60.91i $95,676,000 SEC
2008   Q1 1,360,790 1.37 Add 62.32% 0.53 $51.92–81.84 · VW $60.67i $75,796,000 SEC
2007   Q4 838,340 1.08 Buy 1.08 $66.00–81.53 · VW $76.01i $66,288,000 SEC
2000   Q4 0 0.00 Sell 100.00% 0.02 $60.50–89.75 · VW $73.30i SEC
2000   Q3 360 0.02 Buy 0.02 $58.78–90.94 · VW $72.52i $32,040,000 SEC
Price snapshot:
Current price$373.22
Avg. buy price$130.63
+/- since buy185.72%
52-week low$275.05
52-week high$414.15