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Ground Swell Capital’s Waters Corp WAT Stock Holding History

Ground Swell Capital’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
Q1 		– Sell
-757
Closed -$281K – 269
2024
Q4 		$281K Buy
+757
New +$277K 0.42% 52
2014
Q3 		$14K Buy
141
+45
+47% +$4.64K 0.03% 739
2014
Q2 		$10K Buy
+96
New +$10.1K 0.02% 733

Other funds holding WAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FIS
Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.52B AUM 8.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ground Swell Capital's WAT Position: Q1 2025 in Review

Ground Swell Capital sold out of Waters Corp (WAT) in Q1 2025, closing a stake of 757 shares — an estimated $281K sold.

Ground Swell Capital first reported a position in WAT in Q2 2014 and held it in 3 quarters. The position peaked at $281K in Q4 2024. 766 funds tracked by Wall St. Rank hold WAT as of Q1 2025.

  • Ground Swell Capital reported no remaining Waters Corp position as of Q1 2025 after selling out during the quarter.
  • Ground Swell Capital sold 757 Waters Corp shares in Q1 2025, an estimated $281K.
  • Ground Swell Capital first reported a position in Waters Corp in Q2 2014 and held it in 3 quarters.
  • Ground Swell Capital's Waters Corp position peaked at $281K in Q4 2024.
  • 766 funds tracked by Wall St. Rank held Waters Corp as of Q1 2025.

Based on Ground Swell Capital's 13F filing for Q1 2025, filed 13 May 2025.