SSG
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Summit Securities Group’s Waters Corp WAT Stock Holding History

Summit Securities Group’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 		$4.76K Sell
16
-73
-82% -$25K ﹤0.01% 809
2025
Q4 		$33.8K Sell
89
-14
-14% -$5.15K 0.01% 695
2025
Q3 		$30.9K Buy
103
+63
+158% +$19K 0.01% 676
2025
Q2 		$14K Buy
+40
New +$13.8K 0.01% 814
2023
Q3 		– Sell
-166
Closed -$44K – 1083
2023
Q2 		$44K Buy
166
+51
+44% +$14.2K 0.02% 441
2023
Q1 		$36K Buy
115
+56
+95% +$18.1K 0.01% 502
2022
Q4 		$20K Buy
+59
New +$18.7K ﹤0.01% 910
2022
Q3 		– Sell
-126
Closed -$42K – 1229
2022
Q2 		$42K Buy
126
+101
+404% +$32.1K 0.01% 598
2022
Q1 		$8K Buy
+25
New +$8.13K ﹤0.01% 889

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VCM
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VPM
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T. Rowe Price Investment Management
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State Street
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Fundsmith LLP
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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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return