Global Retirement Partners’s Waters Corp WAT Stock Holding History

Global Retirement Partners’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
2025 Q4	$747K	Buy	1,967 +54	+3%	+$19.9K	0.01%	759
2025 Q3	$574K	Sell	1,913 -20	-1%	-$6.04K	0.01%	724
2025 Q2	$675K	Buy	+1,933	New	+$665K	0.02%	620
2024 Q4	$549K	Buy	1,479 +150	+11%	+$54.9K	0.02%	603
2024 Q3	$478K	Buy	1,329 +342	+35%	+$111K	0.01%	642
2024 Q2	$286K	Buy	987 +595	+152%	+$190K	0.01%	761
2024 Q1	$135K	Sell	392 -43	-10%	-$14.1K	0.01%	950
2023 Q4	$134K	Buy	435 +207	+91%	+$57.2K	0.01%	907
2023 Q3	$61.1K	Sell	228 -153	-40%	-$42.3K	﹤0.01%	1175
2023 Q2	$102K	Sell	381 -1	-0.3%	-$278	0.01%	945
2023 Q1	$113K	Buy	382 +361	+1,719%	+$117K	0.01%	863
2022 Q4	$7.19K	Hold	21	–	–	﹤0.01%	1899
2022 Q3	$6K	Buy	21 +19	+950%	+$6.07K	﹤0.01%	1898
2022 Q2	$1K	Hold	2	–	–	﹤0.01%	2599
2022 Q1	$1K	Buy	2 +1	+100%	+$325	﹤0.01%	2552
2021 Q4	$0	Buy	+1	New	+$350	﹤0.01%	1801

Other funds holding WAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return