SC
WAT icon

Stephens Consulting’s Waters Corp WAT Stock Holding History

Stephens Consulting’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
-2
Closed -$699 – 1160
2025
Q2 		$699 Buy
+2
New +$688 ﹤0.01% 800

Other funds holding WAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Stephens Consulting's WAT Position: Q3 2025 in Review

Stephens Consulting sold out of Waters Corp (WAT) in Q3 2025, closing a stake of 2 shares — an estimated $699 sold.

Stephens Consulting first reported a position in WAT in Q2 2025 and held it in 1 quarter. The position peaked at $699 in Q2 2025. 754 funds tracked by Wall St. Rank hold WAT as of Q3 2025.

  • Stephens Consulting reported no remaining Waters Corp position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 2 Waters Corp shares in Q3 2025, an estimated $699.
  • Stephens Consulting first reported a position in Waters Corp in Q2 2025 and held it in 1 quarter.
  • Stephens Consulting's Waters Corp position peaked at $699 in Q2 2025.
  • 754 funds tracked by Wall St. Rank held Waters Corp as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.