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Wealth Advisors of Tampa Bay’s Waters Corp WAT Stock Holding History

Wealth Advisors of Tampa Bay’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
-300
Closed -$111K – 148
2025
Q1 		$111K Buy
+300
New +$116K 0.04% 102
2022
Q1 		– Sell
-600
Closed -$224K – 114
2021
Q4 		$224K Buy
+600
New +$210K 0.05% 109

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealth Advisors of Tampa Bay's WAT Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of Waters Corp (WAT) in Q2 2025, closing a stake of 300 shares — an estimated $111K sold.

Wealth Advisors of Tampa Bay first reported a position in WAT in Q4 2021 and held it in 2 quarters. The position peaked at $224K in Q4 2021. 770 funds tracked by Wall St. Rank hold WAT as of Q2 2025.

  • Wealth Advisors of Tampa Bay reported no remaining Waters Corp position as of Q2 2025 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 300 Waters Corp shares in Q2 2025, an estimated $111K.
  • Wealth Advisors of Tampa Bay first reported a position in Waters Corp in Q4 2021 and held it in 2 quarters.
  • Wealth Advisors of Tampa Bay's Waters Corp position peaked at $224K in Q4 2021.
  • 770 funds tracked by Wall St. Rank held Waters Corp as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.