Position in WAT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$74,886,862
-$668,869 QoQ
Shares Held
199,677
-21.3% QoQ
Ownership
0.203%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#72
of 1,177 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in WAT Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026LPL Financial LLC holds $560,550,956 across 29 Diagnostics & Research names. WAT ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
325,602 | $163,243,818 | |
| 2 | DHR |
Danaher Corp /De/
|
426,487 | $81,237,243 | |
| 3 | WAT |
Waters Corp /De/
This page
|
199,677 | $74,886,862 | |
| 4 | NTRA |
Natera, Inc.
|
166,937 | $45,315,048 | |
| 5 | DGX |
Quest Diagnostics Inc
|
143,079 | $30,325,594 | |
| 6 | IQV |
Iqvia Holdings Inc.
|
139,383 | $26,931,583 | |
| 7 | IDXX |
Idexx Laboratories Inc /De
|
44,772 | $23,569,771 | |
| 8 | ILMN |
Illumina, Inc.
|
111,145 | $19,542,625 |
All Filings in WAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,886,862 | 199,677 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $75,555,731 | 253,713 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,919,732 | 28,749 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,634,228 | 28,799 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,667,360 | 30,562 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,263,269 | 25,133 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $7,554,636 | 20,364 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,501,278 | 15,286 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,079,667 | 14,062 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,299,432 | 12,490 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,448,684 | 10,475 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,543,846 | 9,277 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,429,037 | 12,865 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,679,952 | 11,885 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,515,231 | 4,423 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,164,100 | 4,319 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,411,629 | 4,265 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,265,460 | 4,077 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,529,523 | 4,105 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,212,044 | 6,191 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,022,855 | 5,853 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,550,431 | 5,456 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,243,038 | 5,024 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $910,890 | 4,655 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $848,782 | 4,705 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $864,737 | 4,750 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||