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Peak Financial Advisors’s Waters Corp WAT Stock Holding History

Peak Financial 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
Q3 		– Sell
-7,079
Closed -$2.47M – 107
2025
Q2 		$2.47M Sell
7,079
-1,213
-15% -$417K 1.27% 26
2025
Q1 		$3.06M Buy
+8,292
New +$3.21M 1.56% 17

Other funds holding WAT

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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

Peak Financial Advisors's WAT Position: Q3 2025 in Review

Peak Financial Advisors sold out of Waters Corp (WAT) in Q3 2025, closing a stake of 7,079 shares — an estimated $2.47M sold.

Peak Financial Advisors first reported a position in WAT in Q1 2025 and held it in 2 quarters. The position peaked at $3.06M in Q1 2025. 754 funds tracked by Wall St. Rank hold WAT as of Q3 2025.

  • Peak Financial Advisors reported no remaining Waters Corp position as of Q3 2025 after selling out during the quarter.
  • Peak Financial Advisors sold 7,079 Waters Corp shares in Q3 2025, an estimated $2.47M.
  • Peak Financial Advisors first reported a position in Waters Corp in Q1 2025 and held it in 2 quarters.
  • Peak Financial Advisors's Waters Corp position peaked at $3.06M in Q1 2025.
  • 754 funds tracked by Wall St. Rank held Waters Corp as of Q3 2025.

Based on Peak Financial Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.