Position in WAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$182,120,174
+$40,706,271 QoQ
Shares Held
485,602
+2.3% QoQ
Ownership
0.494%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#43
of 1,173 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 15%
Shared 1%
None 84%
Common Shares in WAT Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Focus Partners Wealth holds $898,220,753 across 20 Diagnostics & Research names. WAT ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
860,536 | $431,438,328 | |
| 2 | WAT |
Waters Corp /De/
This page
|
485,602 | $182,120,174 | |
| 3 | DHR |
Danaher Corp /De/
|
725,093 | $138,115,714 | |
| 4 | DGX |
Quest Diagnostics Inc
|
163,327 | $34,617,157 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
61,904 | $32,588,741 | |
| 6 | A |
Agilent Technologies, Inc.
|
157,327 | $20,897,745 | |
| 7 | IQV |
Iqvia Holdings Inc.
|
104,685 | $20,227,235 | |
| 8 | ILMN |
Illumina, Inc.
|
65,397 | $11,498,754 |
All Filings in WAT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $182,120,174 | 485,602 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $141,413,903 | 474,862 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $103,222,980 | 271,761 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,500,415 | 8,340 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,764,047 | 7,919 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,776,069 | 7,532 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $2,575,343 | 6,942 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $2,438,974 | 6,777 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,782,004 | 13,036 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,207,546 | 6,413 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,152,834 | 6,539 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||