Position in WAT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$988,605
+$261,378 QoQ
Shares Held
2,636
+7.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#489
of 1,173 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WAT Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $4,596,948 across 6 Diagnostics & Research names. WAT ranks #2 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LH |
Labcorp Holdings Inc.
|
3,728 | $1,043,840 | |
| 2 | WAT |
Waters Corp /De/
This page
|
2,636 | $988,605 | |
| 3 | A |
Agilent Technologies, Inc.
|
7,318 | $972,049 | |
| 4 | TMO |
Thermo Fisher Scientific Inc.
|
1,516 | $760,061 | |
| 5 | DHR |
Danaher Corp /De/
|
3,019 | $575,059 | |
| 6 | NTRA |
Natera, Inc.
|
948 | $257,334 |
All Filings in WAT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $988,605 | 2,636 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $727,227 | 2,442 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||