I
WAT icon

IMPACTfolio’s Waters Corp WAT Stock Holding History

IMPACTfolio’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
-559
Closed -$207K – 50
2024
Q4 		$207K Buy
+559
New +$204K 0.11% 45
2024
Q1 		– Sell
-803
Closed -$264K – 55
2023
Q4 		$264K Buy
803
+32
+4% +$8.84K 0.17% 27
2023
Q3 		$211K Buy
+771
New +$213K 0.15% 38
2022
Q4 		– Sell
-754
Closed -$203K – 50
2022
Q3 		$203K Buy
+754
New +$241K 0.2% 45
2022
Q1 		– Sell
-791
Closed -$295K – 57
2021
Q4 		$295K Buy
+791
New +$277K 0.26% 41

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FIS
Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.41B AUM 6.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IMPACTfolio's WAT Position: Q1 2025 in Review

IMPACTfolio sold out of Waters Corp (WAT) in Q1 2025, closing a stake of 559 shares — an estimated $207K sold.

IMPACTfolio first reported a position in WAT in Q4 2021 and held it in 5 quarters. The position peaked at $295K in Q4 2021. 763 funds tracked by Wall St. Rank hold WAT as of Q1 2025.

  • IMPACTfolio reported no remaining Waters Corp position as of Q1 2025 after selling out during the quarter.
  • IMPACTfolio sold 559 Waters Corp shares in Q1 2025, an estimated $207K.
  • IMPACTfolio first reported a position in Waters Corp in Q4 2021 and held it in 5 quarters.
  • IMPACTfolio's Waters Corp position peaked at $295K in Q4 2021.
  • 763 funds tracked by Wall St. Rank held Waters Corp as of Q1 2025.

Based on IMPACTfolio's 13F filing for Q1 2025, filed 25 Apr 2025.