CVA Family Office’s Waters Corp WAT Stock Holding History

CVA Family Office’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	$38.7K	Buy	130 +62	+91%	+$21.2K	﹤0.01%	656
2025 Q4	$25.8K	Sell	68 -1	-1%	-$368	﹤0.01%	647
2025 Q3	$20.7K	Buy	69 +5	+8%	+$1.51K	﹤0.01%	686
2025 Q2	$22.3K	Sell	64 -9	-12%	-$3.09K	﹤0.01%	668
2025 Q1	$26.9K	Buy	73 +14	+24%	+$5.42K	﹤0.01%	634
2024 Q4	$21.9K	Buy	59 +11	+23%	+$4.02K	﹤0.01%	659
2024 Q3	$17.3K	Buy	48 +1	+2%	+$326	﹤0.01%	677
2024 Q2	$13.6K	Buy	47 +3	+7%	+$957	﹤0.01%	692
2024 Q1	$15.1K	Hold	44	–	–	﹤0.01%	687
2023 Q4	$14.5K	Buy	+44	New	+$12.2K	﹤0.01%	671
2023 Q3	–	Sell	-14	Closed	-$3.73K	–	947
2023 Q2	$3.73K	Sell	14 -6	-30%	-$1.67K	﹤0.01%	836
2023 Q1	$6.19K	Hold	20	–	–	﹤0.01%	748
2022 Q4	$6.85K	Sell	20 -5	-20%	-$1.58K	﹤0.01%	703
2022 Q3	$7K	Hold	25	–	–	﹤0.01%	684
2022 Q2	$8K	Sell	25 -10	-29%	-$3.17K	﹤0.01%	688
2022 Q1	$11K	Buy	35 +15	+75%	+$4.88K	﹤0.01%	667
2021 Q4	$7K	Buy	+20	New	+$7K	﹤0.01%	708
2021 Q3	–	Sell	-20	Closed	-$7K	–	883
2021 Q2	$7K	Buy	+20	New	+$6.33K	﹤0.01%	722

Other funds holding WAT

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return