Position in WAT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,685,429
+$785,776 QoQ
Shares Held
4,494
+48.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#414
of 1,173 holders
Holding Since
Mar 2020
26 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, 2026MISSION WEALTH MANAGEMENT, LP holds $20,103,211 across 13 Diagnostics & Research names. WAT ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
12,598 | $6,316,133 | |
| 2 | A |
Agilent Technologies, Inc.
|
28,282 | $3,756,698 | |
| 3 | DHR |
Danaher Corp /De/
|
17,265 | $3,288,637 | |
| 4 | WAT |
Waters Corp /De/
This page
|
4,494 | $1,685,429 | |
| 5 | MTD |
Mettler Toledo International Inc/
|
929 | $1,186,806 | |
| 6 | NTRA |
Natera, Inc.
|
3,795 | $1,030,152 | |
| 7 | IDXX |
Idexx Laboratories Inc /De
|
1,577 | $830,195 | |
| 8 | ILMN |
Illumina, Inc.
|
3,068 | $539,446 |
All Filings in WAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,685,429 | 4,494 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $899,653 | 3,021 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,068,081 | 2,812 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $915,020 | 3,052 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,068,062 | 3,060 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,121,189 | 3,042 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,147,812 | 3,094 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,143,370 | 3,177 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $954,204 | 3,289 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,157,989 | 3,364 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,187,203 | 3,606 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $933,685 | 3,405 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $875,317 | 3,284 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $902,261 | 2,914 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $958,881 | 2,799 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $733,930 | 2,723 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $902,582 | 2,727 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $700,239 | 2,256 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $710,548 | 1,907 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $679,941 | 1,903 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $708,154 | 2,049 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $592,778 | 2,086 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $441,892 | 1,786 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $326,394 | 1,668 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $282,867 | 1,568 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $260,695 | 1,432 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||