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Moneta Group Investment Advisors’s Waters Corp WAT Stock Holding History

Moneta Group Investment Advisors’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
-553
Closed -$204K – 729
2025
Q1 		$204K Buy
+553
New +$214K ﹤0.01% 631
2022
Q1 		– Sell
-934
Closed -$348K – 499
2021
Q4 		$348K Sell
934
-1
-0.1% -$350 0.01% 357
2021
Q3 		$334K Buy
+935
New +$366K 0.02% 344

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

Moneta Group Investment Advisors's WAT Position: Q2 2025 in Review

Moneta Group Investment Advisors sold out of Waters Corp (WAT) in Q2 2025, closing a stake of 553 shares — an estimated $204K sold.

Moneta Group Investment Advisors first reported a position in WAT in Q3 2021 and held it in 3 quarters. The position peaked at $348K in Q4 2021. 769 funds tracked by Wall St. Rank hold WAT as of Q2 2025.

  • Moneta Group Investment Advisors reported no remaining Waters Corp position as of Q2 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 553 Waters Corp shares in Q2 2025, an estimated $204K.
  • Moneta Group Investment Advisors first reported a position in Waters Corp in Q3 2021 and held it in 3 quarters.
  • Moneta Group Investment Advisors's Waters Corp position peaked at $348K in Q4 2021.
  • 769 funds tracked by Wall St. Rank held Waters Corp as of Q2 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.