Position in WAT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$22,502
+$5,826 QoQ
Shares Held
60
+7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#970
of 1,173 holders
Holding Since
Dec 2021
19 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, 2026JFS WEALTH ADVISORS, LLC holds $571,735 across 20 Diagnostics & Research names. WAT ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
333 | $166,952 | |
| 2 | IQV |
Iqvia Holdings Inc.
|
653 | $126,172 | |
| 3 | RVTY |
Revvity, Inc.
|
424 | $47,174 | |
| 4 | DHR |
Danaher Corp /De/
|
203 | $38,667 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
62 | $32,639 | |
| 6 | DGX |
Quest Diagnostics Inc
|
133 | $28,189 | |
| 7 | WAT |
Waters Corp /De/
This page
|
60 | $22,502 | |
| 8 | A |
Agilent Technologies, Inc.
|
128 | $17,002 |
All Filings in WAT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,502 | 60 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $16,676 | 56 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $18,231 | 48 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $8,094 | 27 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $14,659 | 42 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $19,534 | 53 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $18,919 | 51 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $17,634 | 49 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $13,055 | 45 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $15,146 | 44 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $14,486 | 44 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $9,323 | 34 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $11,461 | 43 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $14,552 | 47 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $15,073 | 44 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,703 | 36 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $14,894 | 45 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $13,346 | 43 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,863 | 5 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||