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Cornerstone Planning Group’s Waters Corp WAT Stock Holding History

Cornerstone Planning Group’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 		$7.2K Buy
21
+20
+2,000% +$6.84K ﹤0.01% 999
2025
Q4 		$385 Hold
1
– – ﹤0.01% 1566
2025
Q3 		$102 Sell
1
-5
-83% -$1.51K ﹤0.01% 1646
2025
Q2 		$1.69K Sell
6
-3
-33% -$1.03K ﹤0.01% 987
2025
Q1 		$3.01K Buy
9
+5
+125% +$1.94K ﹤0.01% 883
2024
Q4 		$1.66K Buy
4
+1
+33% +$366 ﹤0.01% 840
2024
Q3 		$974 Hold
3
– – ﹤0.01% 937
2024
Q2 		$987 Buy
+3
New +$957 ﹤0.01% 940
2024
Q1 		– Sell
-1
Closed -$329 – 1194
2023
Q4 		$329 Hold
1
– – ﹤0.01% 820
2023
Q3 		$274 Buy
+1
New +$276 ﹤0.01% 986

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