Geode Capital Management’s Waton Financial Ltd WTF Stock Holding History

Geode Capital Management’s Portfolio WTF Stock Details WTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$98.8K	Hold	29,578	–	–	﹤0.01%	4142
2025 Q4	$97.6K	Hold	29,578	–	–	﹤0.01%	4104
2025 Q3	$182K	Buy	29,578 +14,379	+95%	+$74.6K	﹤0.01%	3953
2025 Q2	$90.7K	Buy	+15,199	New	+$102K	﹤0.01%	4086

Other funds holding WTF

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Geode Capital Management's WTF Position: Q1 2026 in Review

Geode Capital Management held its Waton Financial Ltd (WTF) position steady in Q1 2026 at 29,578 shares worth $98.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4142.

Geode Capital Management first reported a position in WTF in Q2 2025 and has held it in 4 quarters since. The position peaked at $182K in Q3 2025. 3 funds tracked by Wall St. Rank hold WTF as of Q1 2026.

Geode Capital Management held 29,578 shares of Waton Financial Ltd worth $98.8K as of Q1 2026.
Geode Capital Management left its Waton Financial Ltd share count unchanged in Q1 2026.
Waton Financial Ltd made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #4142 holding.
Geode Capital Management first reported a position in Waton Financial Ltd in Q2 2025 and has held it in 4 quarters since.
Geode Capital Management's Waton Financial Ltd position peaked at $182K in Q3 2025.
3 funds tracked by Wall St. Rank held Waton Financial Ltd as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.