Spire Wealth Management’s Waters Corp WAT Stock Holding History

Spire Wealth Management’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	$87.3K	Buy	293 +46	+19%	+$15.7K	﹤0.01%	1008
2025 Q4	$93.8K	Hold	247	–	–	﹤0.01%	1005
2025 Q3	$74.1K	Sell	247 -24	-9%	-$7.24K	﹤0.01%	1106
2025 Q2	$94.6K	Buy	271 +1	+0.4%	+$344	﹤0.01%	988
2025 Q1	$99.5K	Hold	270	–	–	﹤0.01%	1037
2024 Q4	$100K	Sell	270 -222	-45%	-$81.2K	﹤0.01%	1034
2024 Q3	$177K	Buy	492 +429	+681%	+$140K	0.01%	765
2024 Q2	$18.3K	Sell	63 -153	-71%	-$48.8K	﹤0.01%	1467
2024 Q1	$74.4K	Sell	216 -331	-61%	-$109K	﹤0.01%	1087
2023 Q4	$171K	Sell	547 -13,624	-96%	-$3.76M	0.01%	804
2023 Q3	$3.89M	Buy	14,171 +5,167	+57%	+$1.43M	0.15%	157
2023 Q2	$2.4M	Buy	+9,004	New	+$2.51M	0.09%	210
2022 Q3	–	Sell	-2	Closed	-$1K	–	2628
2022 Q2	$1K	Buy	+2	New	+$635	﹤0.01%	2600
2022 Q1	–	Sell	-6	Closed	-$2K	–	2899
2021 Q4	$2K	Buy	+6	New	+$2.1K	﹤0.01%	2816

Other funds holding WAT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return