Position in WAT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$536,682
+$20,595 QoQ
Shares Held
1,431
-17.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#604
of 1,173 holders
Holding Since
Mar 2020
26 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, 2026SHEETS SMITH WEALTH MANAGEMENT holds $13,376,260 across 7 Diagnostics & Research names. WAT ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IQV |
Iqvia Holdings Inc.
|
38,080 | $7,357,817 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
5,200 | $2,607,072 | |
| 3 | MEDP |
Medpace Holdings, Inc.
|
2,962 | $1,568,645 | |
| 4 | GRAL |
GRAIL, Inc.
|
8,546 | $583,435 | |
| 5 | WAT |
Waters Corp /De/
This page
|
1,431 | $536,682 | |
| 6 | LH |
Labcorp Holdings Inc.
|
1,667 | $466,760 | |
| 7 | IDXX |
Idexx Laboratories Inc /De
|
486 | $255,849 |
All Filings in WAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,682 | 1,431 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $516,087 | 1,733 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $656,346 | 1,728 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $518,071 | 1,728 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $603,141 | 1,728 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $636,888 | 1,728 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $641,053 | 1,728 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $801,834 | 2,228 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $689,905 | 2,378 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,954,537 | 5,678 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,869,367 | 5,678 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,556,964 | 5,678 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,513,414 | 5,678 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,820,005 | 5,878 | Shares | Sole | 2023-05-26 | |
| 2022-12-31 | $2,013,685 | 5,878 | Shares | Sole | 2023-03-08 | |
| 2022-09-30 | $1,584,297 | 5,878 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,945,500 | 5,878 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,824,472 | 5,878 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,190,142 | 5,878 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,672,329 | 10,278 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $3,655,862 | 10,578 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $3,034,367 | 10,678 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $2,679,063 | 10,828 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $3,303,274 | 16,881 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $3,087,185 | 17,113 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $3,115,421 | 17,113 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||