JFG
WAT icon

JDM Financial Group’s Waters Corp WAT Stock Holding History

JDM Financial 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
Q2 		– Sell
-1
Closed -$369 – 309
2025
Q1 		$369 Hold
1
– – ﹤0.01% 294
2024
Q4 		$371 Hold
1
– – ﹤0.01% 329
2024
Q3 		$360 Buy
+1
New +$326 ﹤0.01% 393

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 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

JDM Financial Group's WAT Position: Q2 2025 in Review

JDM Financial Group sold out of Waters Corp (WAT) in Q2 2025, closing a stake of 1 share — an estimated $369 sold.

JDM Financial Group first reported a position in WAT in Q3 2024 and held it in 3 quarters. The position peaked at $371 in Q4 2024. 769 funds tracked by Wall St. Rank hold WAT as of Q2 2025.

  • JDM Financial Group reported no remaining Waters Corp position as of Q2 2025 after selling out during the quarter.
  • JDM Financial Group sold 1 Waters Corp share in Q2 2025, an estimated $369.
  • JDM Financial Group first reported a position in Waters Corp in Q3 2024 and held it in 3 quarters.
  • JDM Financial Group's Waters Corp position peaked at $371 in Q4 2024.
  • 769 funds tracked by Wall St. Rank held Waters Corp as of Q2 2025.

Based on JDM Financial Group's 13F filing for Q2 2025, filed 4 Aug 2025.