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Rise Advisors’s Waters Corp WAT Stock Holding History

Rise 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
Q4 		– Sell
-52
Closed -$15.6K – 1413
2025
Q3 		$15.6K Buy
52
+6
+13% +$1.81K 0.01% 725
2025
Q2 		$16.1K Sell
46
-1
-2% -$344 0.01% 673
2025
Q1 		$17.3K Buy
47
+1
+2% +$387 0.01% 595
2024
Q4 		$17.1K Hold
46
– – 0.01% 757
2024
Q3 		$16.6K Hold
46
– – 0.01% 811
2024
Q2 		$13.3K Hold
46
– – 0.01% 886
2024
Q1 		$15.8K Buy
+46
New +$15.1K 0.01% 825
2023
Q2 		– Sell
-10
Closed -$3.1K – 801
2023
Q1 		$3.1K Hold
10
– – ﹤0.01% 513
2022
Q4 		$3.43K Hold
10
– – ﹤0.01% 496
2022
Q3 		$3K Buy
+10
New +$3.19K ﹤0.01% 517

Other funds holding WAT

Vanguard Group
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BlackRock
BlackRock New York $5.7T AUM 30.48% 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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return