JACOBS & CO/CA WAT β€” Waters Corp

Ownership history in JACOBS & CO/CA  Β·  2 quarters on record

AI Ownership Summary

JACOBS & CO/CA reported Waters Corp (WAT) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.5% in 2026 Q2. The latest visible filing shows WAT at 0.50% 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.

What this WAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JACOBS & CO/CA's position in Waters Corp, 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 Q2

WAT was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2026 Q2

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 Q2

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 JACOBS & CO/CA held WAT β€” position size vs. price
% of Fund (quarterly)    WAT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 15,518 +2,864 +22.6% 0.50% $6K 2026-07-09 $378.55
2026 Q1 INITIATED β€” β€” β€” 12,654 β€” β€” 0.37% $4K 2026-04-07 $307.38

FAQ About JACOBS & 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 JACOBS & CO/CA reported owning WAT?

JACOBS & CO/CA reported WAT across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

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

The largest reported portfolio weight for WAT was 0.50% in 2026 Q2.

What is the latest reported WAT position on this page?

The most recent filing on this page is 2026 Q2, when JACOBS & CO/CA reported 15,518 shares, equal to 0.50% of portfolio, with an estimated market value of $6K.

What does the chart on this WAT ownership page compare?

The chart compares JACOBS & 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.

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