Position in WAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,589,430
+$7,083,381 QoQ
Shares Held
38,901
+54.3% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#166
of 1,173 holders
Holding Since
Sep 2020
24 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 Jun 30, 2026Creative Planning holds $277,026,047 across 31 Diagnostics & Research names. WAT ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
137,468 | $68,920,956 | |
| 2 | DHR |
Danaher Corp /De/
|
198,583 | $37,826,089 | |
| 3 | A |
Agilent Technologies, Inc.
|
188,942 | $25,097,165 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
43,512 | $22,906,457 | |
| 5 | GH |
Guardant Health, Inc.
|
107,052 | $16,061,011 | |
| 6 | WAT |
Waters Corp /De/
This page
|
38,901 | $14,589,430 | |
| 7 | ILMN |
Illumina, Inc.
|
70,361 | $12,371,573 | |
| 8 | NTRA |
Natera, Inc.
|
40,849 | $11,088,460 |
All Filings in WAT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,589,430 | 38,901 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,506,049 | 25,205 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,238,522 | 11,159 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,441,052 | 8,142 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,514,483 | 10,069 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,411,483 | 9,256 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,180,040 | 8,572 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,388,589 | 6,637 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,742,544 | 12,900 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $4,300,464 | 12,493 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,720,957 | 11,302 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,490,878 | 5,437 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,125,864 | 4,224 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,071,939 | 3,462 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,187,382 | 3,466 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $781,367 | 2,899 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $989,630 | 2,990 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $739,038 | 2,381 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $758,241 | 2,035 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $724,961 | 2,029 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $654,930 | 1,895 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $503,265 | 1,771 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $404,531 | 1,635 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $279,822 | 1,430 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||