LFASL
WAT icon

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

Other funds holding WAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FIS
Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.52B AUM 8.53% 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. 756 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.
  • 756 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.