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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 – 1412
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 – 800
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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Rise Advisors's WAT Position: Q4 2025 in Review

Rise Advisors sold out of Waters Corp (WAT) in Q4 2025, closing a stake of 52 shares — an estimated $15.6K sold.

Rise Advisors first reported a position in WAT in Q3 2022 and held it in 10 quarters. The position peaked at $17.3K in Q1 2025. 808 funds tracked by Wall St. Rank hold WAT as of Q4 2025.

  • Rise Advisors reported no remaining Waters Corp position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 52 Waters Corp shares in Q4 2025, an estimated $15.6K.
  • Rise Advisors first reported a position in Waters Corp in Q3 2022 and held it in 10 quarters.
  • Rise Advisors's Waters Corp position peaked at $17.3K in Q1 2025.
  • 808 funds tracked by Wall St. Rank held Waters Corp as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.