OIA
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OneDigital Investment Advisors’s Waters Corp WAT Stock Holding History

OneDigital 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
2026
Q1 		$260K Buy
874
+75
+9% +$25.7K ﹤0.01% 1262
2025
Q4 		$303K Sell
799
-62
-7% -$22.8K ﹤0.01% 1200
2025
Q3 		$258K Sell
861
-242
-22% -$73K ﹤0.01% 1274
2025
Q2 		$385K Sell
1,103
-9
-0.8% -$3.09K ﹤0.01% 1028
2025
Q1 		$410K Buy
1,112
+235
+27% +$91K ﹤0.01% 935
2024
Q4 		$325K Buy
877
+26
+3% +$9.51K ﹤0.01% 1093
2024
Q3 		$306K Buy
851
+31
+4% +$10.1K ﹤0.01% 1143
2024
Q2 		$238K Buy
+820
New +$262K ﹤0.01% 1210
2017
Q3 		– Sell
-99
Closed -$18K – 1176
2017
Q2 		$18K Buy
+99
New +$17.2K 0.01% 789

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VPM
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State Street
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AllianceBernstein
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Geode Capital Management
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return