Ethos Financial Group’s Waters Corp WAT Stock Holding History

Ethos Financial 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	–	Sell	-917	Closed	-$348K	–	565
2025 Q4	$348K	Buy	+917	New	+$337K	0.03%	357

Other funds holding WAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ethos Financial Group's WAT Position: Q1 2026 in Review

Ethos Financial Group sold out of Waters Corp (WAT) in Q1 2026, closing a stake of 917 shares — an estimated $348K sold.

Ethos Financial Group first reported a position in WAT in Q4 2025 and held it in 1 quarter. The position peaked at $348K in Q4 2025. 1,176 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

Ethos Financial Group reported no remaining Waters Corp position as of Q1 2026 after selling out during the quarter.
Ethos Financial Group sold 917 Waters Corp shares in Q1 2026, an estimated $348K.
Ethos Financial Group first reported a position in Waters Corp in Q4 2025 and held it in 1 quarter.
Ethos Financial Group's Waters Corp position peaked at $348K in Q4 2025.
1,176 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.