Position in WAT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$7,638,439
+$1,197,025 QoQ
Shares Held
20,367
-5.8% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#226
of 1,173 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WAT Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $20,975,847 across 3 Diagnostics & Research names. WAT ranks #2 (36.4% of the industry book) .
All Filings in WAT
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,638,439 | 20,367 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $6,441,414 | 21,630 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $8,658,984 | 22,797 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $6,993,967 | 23,328 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $8,492,841 | 24,332 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $9,403,326 | 25,513 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $10,103,640 | 27,235 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $10,057,845 | 27,947 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $8,266,969 | 28,495 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $10,296,607 | 29,912 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $10,068,841 | 30,583 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $8,712,200 | 31,772 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $8,443,987 | 31,680 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $10,024,271 | 32,375 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $11,151,321 | 32,551 | Shares | Sole | 2023-01-27 | |
| 2020-03-31 | $4,005 | 22 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||