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Prospera Financial Services’s Waters Corp WAT Stock Holding History

Prospera Financial Services’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
Q1 		– Sell
-654
Closed -$243K – 1237
2024
Q4 		$243K Buy
+654
New +$239K 0.01% 1004
2022
Q4 		– Sell
-2,824
Closed -$761K – 963
2022
Q3 		$761K Buy
2,824
+2,802
+12,736% +$894K 0.04% 429
2022
Q2 		$7K Buy
22
+5
+29% +$1.59K ﹤0.01% 1421
2022
Q1 		$5K Buy
+17
New +$5.53K ﹤0.01% 2285
2020
Q4 		– Sell
-25
Closed -$5K – 1570
2020
Q3 		$5K Buy
+25
New +$5.2K ﹤0.01% 1303

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FIS
Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.52B AUM 8.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Prospera Financial Services's WAT Position: Q1 2025 in Review

Prospera Financial Services sold out of Waters Corp (WAT) in Q1 2025, closing a stake of 654 shares — an estimated $243K sold.

Prospera Financial Services first reported a position in WAT in Q3 2020 and held it in 5 quarters. The position peaked at $761K in Q3 2022. 766 funds tracked by Wall St. Rank hold WAT as of Q1 2025.

  • Prospera Financial Services reported no remaining Waters Corp position as of Q1 2025 after selling out during the quarter.
  • Prospera Financial Services sold 654 Waters Corp shares in Q1 2025, an estimated $243K.
  • Prospera Financial Services first reported a position in Waters Corp in Q3 2020 and held it in 5 quarters.
  • Prospera Financial Services's Waters Corp position peaked at $761K in Q3 2022.
  • 766 funds tracked by Wall St. Rank held Waters Corp as of Q1 2025.

Based on Prospera Financial Services's 13F filing for Q1 2025, filed 15 May 2025.