IMA Advisory Services’s Waters Corp WAT Stock Holding History

IMA Advisory Services’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	-1	Closed	-$349	–	574
2025 Q2	$349	Buy	+1	New	+$344	﹤0.01%	431

Other funds holding WAT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

IMA Advisory Services's WAT Position: Q3 2025 in Review

IMA Advisory Services sold out of Waters Corp (WAT) in Q3 2025, closing a stake of 1 share — an estimated $349 sold.

IMA Advisory Services first reported a position in WAT in Q2 2025 and held it in 1 quarter. The position peaked at $349 in Q2 2025. 754 funds tracked by Wall St. Rank hold WAT as of Q3 2025.

IMA Advisory Services reported no remaining Waters Corp position as of Q3 2025 after selling out during the quarter.
IMA Advisory Services sold 1 Waters Corp share in Q3 2025, an estimated $349.
IMA Advisory Services first reported a position in Waters Corp in Q2 2025 and held it in 1 quarter.
IMA Advisory Services's Waters Corp position peaked at $349 in Q2 2025.
754 funds tracked by Wall St. Rank held Waters Corp as of Q3 2025.

Based on IMA Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.