FWM
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Foguth Wealth Management’s Waters Corp WAT Stock Holding History

Foguth 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
2026
Q1 		$1.97M Buy
5,129
+15
+0.3% +$5.13K 0.23% 65
2025
Q4 		$1.95M Buy
+5,114
New +$1.88M 0.3% 62
2025
Q2 		$1.78M Hold
5,114
– – 0.38% 50
2025
Q1 		$1.88M Hold
5,114
– – 0.46% 41
2024
Q4 		$2.1M Hold
5,114
– – 0.55% 43
2024
Q3 		$1.84M Sell
5,114
-2,942
-37% -$958K 0.67% 37
2024
Q2 		$2.34M Hold
8,056
– – 1.03% 26
2024
Q1 		$2.77M Buy
+8,056
New +$2.65M 1.49% 24

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 $1.02T AUM 30.18% 1-Year Est. Return