Heck Capital Advisors’s Waters Corp WAT Stock Holding History

Heck Capital 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 Q1	–	Sell	-5	Closed	-$1.85K	–	786
2024 Q4	$1.85K	Buy	+5	New	+$1.83K	﹤0.01%	646

Other funds holding WAT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heck Capital Advisors's WAT Position: Q1 2025 in Review

Heck Capital Advisors sold out of Waters Corp (WAT) in Q1 2025, closing a stake of 5 shares — an estimated $1.85K sold.

Heck Capital Advisors first reported a position in WAT in Q4 2024 and held it in 1 quarter. The position peaked at $1.85K in Q4 2024. 766 funds tracked by Wall St. Rank hold WAT as of Q1 2025.

Heck Capital Advisors reported no remaining Waters Corp position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 5 Waters Corp shares in Q1 2025, an estimated $1.85K.
Heck Capital Advisors first reported a position in Waters Corp in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Waters Corp position peaked at $1.85K in Q4 2024.
766 funds tracked by Wall St. Rank held Waters Corp as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.