Position in WAT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$288,405
-$2,267,314 QoQ
Shares Held
769
-91.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#737
of 1,173 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in WAT Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Meridian Wealth Management, LLC holds $3,025,130 across 8 Diagnostics & Research names. WAT ranks #6 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DGX |
Quest Diagnostics Inc
|
3,348 | $709,608 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
815 | $408,608 | |
| 3 | MTD |
Mettler Toledo International Inc/
|
300 | $383,253 | |
| 4 | NTRA |
Natera, Inc.
|
1,367 | $371,072 | |
| 5 | GH |
Guardant Health, Inc.
|
2,142 | $321,364 | |
| 6 | WAT |
Waters Corp /De/
This page
|
769 | $288,405 | |
| 7 | A |
Agilent Technologies, Inc.
|
2,133 | $283,326 | |
| 8 | IQV |
Iqvia Holdings Inc.
|
1,343 | $259,494 |
All Filings in WAT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,405 | 769 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,555,719 | 8,582 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,270,336 | 8,610 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,620,339 | 8,740 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,155,670 | 9,041 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,337,401 | 9,055 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,300,238 | 8,896 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,152,276 | 8,759 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $2,637,461 | 8,011 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||