Position in WAT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,720,092
-$716,517 QoQ
Shares Held
5,776
-10.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WAT Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $56,202,433 across 15 Diagnostics & Research names. WAT ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
49,291 | $24,228,005 | |
| 2 | DHR |
Danaher Corp /De/
|
98,431 | $18,662,517 | |
| 3 | LH |
Labcorp Holdings Inc.
|
7,936 | $2,117,404 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
3,567 | $2,004,261 | |
| 5 | WAT |
Waters Corp /De/
This page
|
5,776 | $1,720,092 | |
| 6 | IQV |
Iqvia Holdings Inc.
|
7,887 | $1,345,048 | |
| 7 | MTD |
Mettler Toledo International Inc/
|
1,054 | $1,329,304 | |
| 8 | A |
Agilent Technologies, Inc.
|
7,891 | $899,416 |
All Filings in WAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,720,092 | 5,776 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,436,609 | 6,415 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,115,159 | 7,055 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,966,490 | 8,499 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $3,762,731 | 10,209 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,003,616 | 10,792 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,981,103 | 11,062 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $3,398,755 | 11,715 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,589,274 | 13,332 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $6,521,058 | 19,807 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $17,253,567 | 62,921 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $17,182,501 | 64,465 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $19,623,420 | 63,377 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $22,360,881 | 65,272 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $17,675,777 | 65,580 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21,768,554 | 65,770 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $20,427,697 | 65,813 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $24,484,291 | 65,712 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $22,837,544 | 63,917 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $21,499,706 | 62,208 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $17,371,880 | 61,132 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $14,377,823 | 58,111 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $10,967,472 | 56,048 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $9,949,420 | 55,152 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $9,866,563 | 54,197 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||