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Bell Investment Advisors’s Waters Corp WAT Stock Holding History

Bell Investment 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 		$9.53K Buy
32
+15
+88% +$5.13K ﹤0.01% 698
2025
Q4 		$6.46K Hold
17
– – ﹤0.01% 884
2025
Q3 		$5.1K Hold
17
– – ﹤0.01% 931
2025
Q2 		$5.93K Hold
17
– – ﹤0.01% 907
2025
Q1 		$6.27K Buy
17
+2
+13% +$774 ﹤0.01% 811
2024
Q4 		$5.57K Hold
15
– – ﹤0.01% 881
2024
Q3 		$5.4K Hold
15
– – ﹤0.01% 891
2024
Q2 		$4.35K Hold
15
– – ﹤0.01% 993
2024
Q1 		$5.16K Hold
15
– – ﹤0.01% 896
2023
Q4 		$4.94K Sell
15
-13
-46% -$3.59K ﹤0.01% 892
2023
Q3 		$7.68K Sell
28
-2
-7% -$553 ﹤0.01% 608
2023
Q2 		$8K Sell
30
-4
-12% -$1.11K ﹤0.01% 599
2023
Q1 		$10.5K Hold
34
– – ﹤0.01% 465
2022
Q4 		$11.6K Buy
34
+1
+3% +$316 ﹤0.01% 434
2022
Q3 		$9K Sell
33
-2
-6% -$638 ﹤0.01% 457
2022
Q2 		$12K Buy
+35
New +$11.1K ﹤0.01% 386
2021
Q4 		$12K Sell
31
-21
-40% -$7.34K ﹤0.01% 450
2021
Q3 		$19K Buy
+52
New +$20.4K 0.01% 299

Other funds holding WAT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return