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Carolinas Wealth Consulting’s Waters Corp WAT Stock Holding History

Carolinas Wealth Consulting’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
-8
Closed -$3.05K – 956
2025
Q1 		$3.05K Sell
8
-1
-11% -$387 ﹤0.01% 698
2024
Q4 		$3.32K Buy
9
+3
+50% +$1.1K ﹤0.01% 712
2024
Q3 		$1.81K Buy
+6
New +$1.95K ﹤0.01% 834

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carolinas Wealth Consulting's WAT Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Waters Corp (WAT) in Q2 2025, closing a stake of 8 shares — an estimated $3.05K sold.

Carolinas Wealth Consulting first reported a position in WAT in Q3 2024 and held it in 3 quarters. The position peaked at $3.32K in Q4 2024. 770 funds tracked by Wall St. Rank hold WAT as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Waters Corp position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 8 Waters Corp shares in Q2 2025, an estimated $3.05K.
  • Carolinas Wealth Consulting first reported a position in Waters Corp in Q3 2024 and held it in 3 quarters.
  • Carolinas Wealth Consulting's Waters Corp position peaked at $3.32K in Q4 2024.
  • 770 funds tracked by Wall St. Rank held Waters Corp as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.