Position in WAT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$543,808
-$2,398,753 QoQ
Shares Held
1,450
-85.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#602
of 1,173 holders
Holding Since
Dec 2023
10 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, 2026Dynamic Advisor Solutions LLC holds $3,709,401 across 7 Diagnostics & Research names. WAT ranks #3 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
2,748 | $1,377,737 | |
| 2 | IQV |
Iqvia Holdings Inc.
|
3,712 | $717,232 | |
| 3 | WAT |
Waters Corp /De/
This page
|
1,450 | $543,808 | |
| 4 | LH |
Labcorp Holdings Inc.
|
1,117 | $312,760 | |
| 5 | DHR |
Danaher Corp /De/
|
1,536 | $292,577 | |
| 6 | IDXX |
Idexx Laboratories Inc /De
|
493 | $259,534 | |
| 7 | A |
Agilent Technologies, Inc.
|
1,549 | $205,753 |
All Filings in WAT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $543,808 | 1,450 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,942,561 | 9,881 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,578,758 | 9,422 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,842,198 | 9,480 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $3,281,674 | 9,402 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $4,010,410 | 10,881 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $3,914,163 | 10,876 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $3,150,413 | 10,859 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,362,782 | 9,769 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,626,596 | 7,978 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||