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Aptus Capital Advisors’s Waters Corp WAT Stock Holding History

Aptus Capital Advisors’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
Q1 		$603K Buy
2,025
+778
+62% +$266K 0.01% 670
2025
Q4 		$474K Buy
1,247
+6
+0.5% +$2.21K ﹤0.01% 750
2025
Q3 		$372K Sell
1,241
-209
-14% -$63.1K ﹤0.01% 786
2025
Q2 		$506K Sell
1,450
-9
-0.6% -$3.09K 0.01% 668
2025
Q1 		$538K Buy
1,459
+104
+8% +$40.3K 0.01% 624
2024
Q4 		$503K Buy
+1,355
New +$496K 0.01% 633
2019
Q2 		– Sell
-11,749
Closed -$2.96M – 370
2019
Q1 		$2.96M Buy
+11,749
New +$2.68M 0.51% 23

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VCM
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VPM
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T. Rowe Price Investment Management
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State Street
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Fundsmith LLP
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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return