Aveo Capital Partners’s Waters Corp WAT Stock Holding History

Aveo Capital Partners’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	-1,900	Closed	-$656K	–	164
2025 Q1	$656K	Buy	+1,900	New	+$736K	0.11%	94

Other funds holding WAT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FIS

Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.52B AUM 8.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aveo Capital Partners's WAT Position: Q2 2025 in Review

Aveo Capital Partners sold out of Waters Corp (WAT) in Q2 2025, closing a stake of 1,900 shares — an estimated $656K sold.

Aveo Capital Partners first reported a position in WAT in Q1 2025 and held it in 1 quarter. The position peaked at $656K in Q1 2025. 770 funds tracked by Wall St. Rank hold WAT as of Q2 2025.

Aveo Capital Partners reported no remaining Waters Corp position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 1,900 Waters Corp shares in Q2 2025, an estimated $656K.
Aveo Capital Partners first reported a position in Waters Corp in Q1 2025 and held it in 1 quarter.
Aveo Capital Partners's Waters Corp position peaked at $656K in Q1 2025.
770 funds tracked by Wall St. Rank held Waters Corp as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.