B. Riley Wealth Advisors, Inc.

Position in WAT — Waters Corp /De/

CIK 1464811 MEMPHIS, TN

Position in WAT

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$251,276

+$31,500 QoQ

Shares Held

670

-9.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#767

of 1,173 holders

Holding Since

Jun 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $2,712,920 across 5 Diagnostics & Research names. WAT ranks #4 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMO	Thermo Fisher Scientific Inc.	2,883	$1,445,420
2	WGS	GeneDx Holdings Corp.	7,108	$487,964
3	IQV	Iqvia Holdings Inc.	1,533	$296,206
4	WAT	Waters Corp /De/ This page	670	$251,276
5	A	Agilent Technologies, Inc.	1,747	$232,054

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$251,276	670	-9.2%	Shares	Sole	2026-07-14
2026-03-31	$219,776	738	+25.9%	Shares	Sole	2026-04-27
2025-12-31	$222,580	586	-14.9%	Shares	Sole	2026-02-17
2025-06-30	$240,488	689	+14.6%	Shares	Sole	2025-08-19
2024-12-31	$222,958	601	-64.9%	Shares	Sole	2025-02-25
2024-03-31	$589,321	1,712	+29.4%	Shares	Sole	2024-05-16
2023-12-31	$435,571	1,323	-22.7%	Shares	Sole	2024-03-15
2023-09-30	$469,447	1,712	+64.6%	Shares	Sole	2023-12-01
2023-06-30	$277,201	1,040	+28.9%	Shares	Sole	2023-07-27
2023-03-31	$249,871	807	+34.5%	Shares	Sole	2023-05-17
2022-12-31	$205,548	600	-24.6%	Shares	Sole	2023-03-15
2022-06-30	$263,459	796	-6.1%	Shares	Other	2022-08-12
2022-03-31	$263,210	848	+13.1%	Shares	Other	2022-05-02
2021-12-31	$279,450	750	-3.2%	Shares	Other	2022-01-28
2021-09-30	$276,907	775	+0.5%	Shares	Other	2021-11-16
2021-06-30	$266,465	771	—	Shares	Other	2021-08-10
No filing history on record for this holder in this stock.