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Lugano Financial Advisors SA (LFA)’s Waters Corp WAT Stock Holding History

Lugano Financial Advisors SA (LFA)’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
-22
Closed -$7.68K – 257
2025
Q2 		$7.68K Buy
+22
New +$7.56K ﹤0.01% 222

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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

Lugano Financial Advisors SA (LFA)'s WAT Position: Q3 2025 in Review

Lugano Financial Advisors SA (LFA) sold out of Waters Corp (WAT) in Q3 2025, closing a stake of 22 shares — an estimated $7.68K sold.

Lugano Financial Advisors SA (LFA) first reported a position in WAT in Q2 2025 and held it in 1 quarter. The position peaked at $7.68K in Q2 2025. 754 funds tracked by Wall St. Rank hold WAT as of Q3 2025.

  • Lugano Financial Advisors SA (LFA) reported no remaining Waters Corp position as of Q3 2025 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 22 Waters Corp shares in Q3 2025, an estimated $7.68K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Waters Corp in Q2 2025 and held it in 1 quarter.
  • Lugano Financial Advisors SA (LFA)'s Waters Corp position peaked at $7.68K in Q2 2025.
  • 754 funds tracked by Wall St. Rank held Waters Corp as of Q3 2025.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2025, filed 5 Nov 2025.