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Grey Fox Wealth Advisors’s Waters Corp WAT Stock Holding History

Grey Fox 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
2025
Q4 		– Sell
-5
Closed -$1.5K – 603
2025
Q3 		$1.5K Buy
+5
New +$1.51K ﹤0.01% 559
2023
Q2 		– Sell
-44
Closed -$13.6K – 514
2023
Q1 		$13.6K Hold
44
– – 0.01% 282
2022
Q4 		$15.1K Buy
+44
New +$13.9K 0.01% 255

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Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
State Street
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
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Grey Fox Wealth Advisors's WAT Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Waters Corp (WAT) in Q4 2025, closing a stake of 5 shares — an estimated $1.5K sold.

Grey Fox Wealth Advisors first reported a position in WAT in Q4 2022 and held it in 3 quarters. The position peaked at $15.1K in Q4 2022. 805 funds tracked by Wall St. Rank hold WAT as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Waters Corp position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 5 Waters Corp shares in Q4 2025, an estimated $1.5K.
  • Grey Fox Wealth Advisors first reported a position in Waters Corp in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's Waters Corp position peaked at $15.1K in Q4 2022.
  • 805 funds tracked by Wall St. Rank held Waters Corp as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.