United Advisor Group’s Waters Corp WAT Stock Holding History

United Advisor 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
2025 Q1	–	Sell	-884	Closed	-$328K	–	393
2024 Q4	$328K	Buy	+884	New	+$323K	0.06%	279

Other funds holding WAT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FIS

Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.41B AUM 6.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

United Advisor Group's WAT Position: Q1 2025 in Review

United Advisor Group sold out of Waters Corp (WAT) in Q1 2025, closing a stake of 884 shares — an estimated $328K sold.

United Advisor Group first reported a position in WAT in Q4 2024 and held it in 1 quarter. The position peaked at $328K in Q4 2024. 763 funds tracked by Wall St. Rank hold WAT as of Q1 2025.

United Advisor Group reported no remaining Waters Corp position as of Q1 2025 after selling out during the quarter.
United Advisor Group sold 884 Waters Corp shares in Q1 2025, an estimated $328K.
United Advisor Group first reported a position in Waters Corp in Q4 2024 and held it in 1 quarter.
United Advisor Group's Waters Corp position peaked at $328K in Q4 2024.
763 funds tracked by Wall St. Rank held Waters Corp as of Q1 2025.

Based on United Advisor Group's 13F filing for Q1 2025, filed 21 Apr 2025.