EverSource Wealth Advisors’s Waters Corp WAT Stock Holding History

EverSource Wealth Advisors’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	$232K	Buy	779 +412	+112%	+$141K	0.01%	969
2025 Q4	$139K	Buy	367 +35	+11%	+$12.9K	0.01%	1144
2025 Q3	$99.5K	Sell	332 -54	-14%	-$16.3K	﹤0.01%	1279
2025 Q2	$135K	Buy	386 +175	+83%	+$60.2K	0.01%	1046
2025 Q1	$77.8K	Buy	211 +86	+69%	+$33.3K	﹤0.01%	1012
2024 Q4	$46.4K	Buy	125 +44	+54%	+$16.1K	﹤0.01%	1224
2024 Q3	$29.2K	Buy	81 +10	+14%	+$3.26K	﹤0.01%	1294
2024 Q2	$23.9K	Sell	71 -11	-13%	-$3.51K	﹤0.01%	1415
2024 Q1	$25.3K	Buy	82 +31	+61%	+$10.2K	﹤0.01%	1252
2023 Q4	$16.8K	Sell	51 -19	-27%	-$5.25K	﹤0.01%	1317
2023 Q3	$19.2K	Buy	70 +22	+46%	+$6.08K	﹤0.01%	1139
2023 Q2	$12.8K	Buy	48 +15	+45%	+$4.17K	﹤0.01%	1337
2023 Q1	$10.2K	Buy	33 +2	+6%	+$647	﹤0.01%	1342
2022 Q4	$10.6K	Buy	31 +13	+72%	+$4.11K	﹤0.01%	1311
2022 Q3	$5K	Sell	18 -2	-10%	-$638	﹤0.01%	1404
2022 Q2	$7K	Hold	20	–	–	﹤0.01%	1172
2022 Q1	$7K	Buy	20 +6	+43%	+$1.95K	﹤0.01%	1151
2021 Q4	$5K	Buy	+14	New	+$4.9K	﹤0.01%	1286

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