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Oak Ridge Investments’s Waters Corp WAT Stock Holding History

Oak Ridge Investments’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
-1,610
Closed -$562K – 196
2025
Q2 		$562K Buy
1,610
+5
+0.3% +$1.72K 0.04% 139
2025
Q1 		$592K Sell
1,605
-41
-2% -$15.9K 0.05% 135
2024
Q4 		$611K Sell
1,646
-10
-0.6% -$3.66K 0.05% 142
2024
Q3 		$596K Sell
1,656
-39
-2% -$12.7K 0.05% 132
2024
Q2 		$492K Buy
1,695
+4
+0.2% +$1.28K 0.05% 132
2024
Q1 		$582K Sell
1,691
-191
-10% -$62.8K 0.06% 133
2023
Q4 		$620K Sell
1,882
-111
-6% -$30.7K 0.07% 135
2023
Q3 		$547K Sell
1,993
-4
-0.2% -$1.1K 0.07% 134
2023
Q2 		$532K Sell
1,997
-26
-1% -$7.24K 0.07% 136
2023
Q1 		$626K Buy
2,023
+164
+9% +$53K 0.08% 130
2022
Q4 		$637K Buy
+1,859
New +$588K 0.09% 133

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
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

Oak Ridge Investments's WAT Position: Q3 2025 in Review

Oak Ridge Investments sold out of Waters Corp (WAT) in Q3 2025, closing a stake of 1,610 shares — an estimated $562K sold.

Oak Ridge Investments first reported a position in WAT in Q4 2022 and held it in 11 quarters. The position peaked at $637K in Q4 2022. 754 funds tracked by Wall St. Rank hold WAT as of Q3 2025.

  • Oak Ridge Investments reported no remaining Waters Corp position as of Q3 2025 after selling out during the quarter.
  • Oak Ridge Investments sold 1,610 Waters Corp shares in Q3 2025, an estimated $562K.
  • Oak Ridge Investments first reported a position in Waters Corp in Q4 2022 and held it in 11 quarters.
  • Oak Ridge Investments's Waters Corp position peaked at $637K in Q4 2022.
  • 754 funds tracked by Wall St. Rank held Waters Corp as of Q3 2025.

Based on Oak Ridge Investments's 13F filing for Q3 2025, filed 29 Oct 2025.