Atala Financial’s Waters Corp WAT Stock Holding History

Atala Financial’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 Q2	–	Sell	-14	Closed	-$5.16K	–	443
2025 Q1	$5.16K	Hold	14	–	–	﹤0.01%	414
2024 Q4	$5.19K	Buy	+14	New	+$5.12K	﹤0.01%	418

Other funds holding WAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FIS

Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.41B AUM 6.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atala Financial's WAT Position: Q2 2025 in Review

Atala Financial sold out of Waters Corp (WAT) in Q2 2025, closing a stake of 14 shares — an estimated $5.16K sold.

Atala Financial first reported a position in WAT in Q4 2024 and held it in 2 quarters. The position peaked at $5.19K in Q4 2024. 769 funds tracked by Wall St. Rank hold WAT as of Q2 2025.

Atala Financial reported no remaining Waters Corp position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 14 Waters Corp shares in Q2 2025, an estimated $5.16K.
Atala Financial first reported a position in Waters Corp in Q4 2024 and held it in 2 quarters.
Atala Financial's Waters Corp position peaked at $5.19K in Q4 2024.
769 funds tracked by Wall St. Rank held Waters Corp as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.