Circle Wealth Management, LLC

Position in WAT — Waters Corp /De/

CIK 1578242 SUMMIT, NJ

Position in WAT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$697,949

+$137,490 QoQ

Shares Held

1,861

-1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#554

of 1,177 holders

Holding Since

Dec 2020

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Circle Wealth Management, LLC holds $4,421,316 across 3 Diagnostics & Research names. WAT ranks #3 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMO	Thermo Fisher Scientific Inc.	5,226	$2,620,107
2	DHR	Danaher Corp /De/	5,792	$1,103,260
3	WAT	Waters Corp /De/ This page	1,861	$697,949

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$697,949	1,861	-1.1%	Shares	Sole	2026-08-12
2026-03-31	$560,459	1,882	+34.6%	Shares	Sole	2026-05-12
2021-06-30	$483,162	1,398	+18.5%	Shares	Sole	2021-08-16
2021-03-31	$335,320	1,180	-6.0%	Shares	Sole	2021-05-17
2020-12-31	$310,512	1,255	—	Shares	Sole	2021-02-18
No filing history on record for this holder in this stock.