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HighPoint Advisor Group’s Waters Corp WAT Stock Holding History

HighPoint Advisor Group’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
Q3 		– Sell
-638
Closed -$223K – 718
2025
Q2 		$223K Buy
+638
New +$219K 0.01% 618
2022
Q2 		$601K Buy
+1,756
New +$557K 0.07% 249

Other funds holding WAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FIS
Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.41B AUM 6.68% 1-Year Est. Return

HighPoint Advisor Group's WAT Position: Q3 2025 in Review

HighPoint Advisor Group sold out of Waters Corp (WAT) in Q3 2025, closing a stake of 638 shares — an estimated $223K sold.

HighPoint Advisor Group first reported a position in WAT in Q2 2022 and held it in 2 quarters. The position peaked at $601K in Q2 2022. 754 funds tracked by Wall St. Rank hold WAT as of Q3 2025.

  • HighPoint Advisor Group reported no remaining Waters Corp position as of Q3 2025 after selling out during the quarter.
  • HighPoint Advisor Group sold 638 Waters Corp shares in Q3 2025, an estimated $223K.
  • HighPoint Advisor Group first reported a position in Waters Corp in Q2 2022 and held it in 2 quarters.
  • HighPoint Advisor Group's Waters Corp position peaked at $601K in Q2 2022.
  • 754 funds tracked by Wall St. Rank held Waters Corp as of Q3 2025.

Based on HighPoint Advisor Group's 13F filing for Q3 2025, filed 5 Nov 2025.