Ownership history in Activest Wealth Management Β· 4 quarters on record
This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in WATERS CORP (WAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Activest Wealth Management underperformed the S&P 500 by β46.2% annually on this WAT position. Timing score: 33% (1/3 decisions correct). Average cost basis: $357.51. Maximum drawdown during holding period: β19.2%.
β Significantly underperformed the S&P 500 by 46.2% ann.
3 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct
Best entry: $299.81 (2025 Q3) Β· Worst: $370.98 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 1 trim. Bought during 2 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size