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Accredited Wealth Management’s Waters Corp WAT Stock Holding History

Accredited Wealth 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
2025
Q3 		$16.5K Buy
210
+195
+1,300% +$58.8K 0.01% 217
2025
Q2 		$5.24K Hold
15
– – ﹤0.01% 314
2025
Q1 		$5.53K Sell
15
-10
-40% -$3.87K ﹤0.01% 294
2024
Q4 		$9.28K Buy
+25
New +$9.14K 0.01% 253

Other funds holding WAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FIS
Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.41B AUM 6.68% 1-Year Est. Return

Accredited Wealth Management's WAT Position: Q3 2025 in Review

Accredited Wealth Management increased its Waters Corp (WAT) stake by 1,300% in Q3 2025, buying an estimated $58.8K and bringing the position to 210 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #217.

Accredited Wealth Management first reported a position in WAT in Q4 2024 and has held it in 4 quarters since. 755 funds tracked by Wall St. Rank hold WAT as of Q3 2025.

  • Accredited Wealth Management held 210 shares of Waters Corp worth $16.5K as of Q3 2025.
  • Accredited Wealth Management bought 195 Waters Corp shares in Q3 2025, an estimated $58.8K.
  • Waters Corp made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #217 holding.
  • Accredited Wealth Management first reported a position in Waters Corp in Q4 2024 and has held it in 4 quarters since.
  • 755 funds tracked by Wall St. Rank held Waters Corp as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.