Wayfinding Financial’s Waters Corp WAT Stock Holding History

Wayfinding Financial’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 Q2	–	Sell	-42	Closed	-$15K	–	713
2025 Q1	$15K	Buy	+42	New	+$16.3K	0.01%	626

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

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

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

Wayfinding Financial's WAT Position: Q2 2025 in Review

Wayfinding Financial sold out of Waters Corp (WAT) in Q2 2025, closing a stake of 42 shares — an estimated $15K sold.

Wayfinding Financial first reported a position in WAT in Q1 2025 and held it in 1 quarter. The position peaked at $15K in Q1 2025. 769 funds tracked by Wall St. Rank hold WAT as of Q2 2025.

Wayfinding Financial reported no remaining Waters Corp position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 42 Waters Corp shares in Q2 2025, an estimated $15K.
Wayfinding Financial first reported a position in Waters Corp in Q1 2025 and held it in 1 quarter.
Wayfinding Financial's Waters Corp position peaked at $15K in Q1 2025.
769 funds tracked by Wall St. Rank held Waters Corp as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.