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Congress Wealth Management’s Waters Corp WAT Stock Holding History

Congress Wealth Management’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 		$737K Buy
2,112
+42
+2% +$14.4K 0.01% 795
2025
Q1 		$764K Buy
+2,070
New +$801K 0.01% 696

Other funds holding WAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.88T 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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Congress Wealth Management's WAT Position: Q2 2025 in Review

Congress Wealth Management increased its Waters Corp (WAT) stake by 2% in Q2 2025, buying an estimated $14.4K and bringing the position to 2,112 shares worth $737K. The position accounts for 0.01% of the portfolio, ranked #795.

Congress Wealth Management first reported a position in WAT in Q1 2025 and has held it in 2 quarters since. The position peaked at $764K in Q1 2025. 770 funds tracked by Wall St. Rank hold WAT as of Q2 2025.

  • Congress Wealth Management held 2,112 shares of Waters Corp worth $737K as of Q2 2025.
  • Congress Wealth Management bought 42 Waters Corp shares in Q2 2025, an estimated $14.4K.
  • Waters Corp made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #795 holding.
  • Congress Wealth Management first reported a position in Waters Corp in Q1 2025 and has held it in 2 quarters since.
  • Congress Wealth Management's Waters Corp position peaked at $764K in Q1 2025.
  • 770 funds tracked by Wall St. Rank held Waters Corp as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.