Position in WAT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$271,904
+$47,363 QoQ
Shares Held
725
-3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#756
of 1,174 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WAT Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026DELTA FINANCIAL ADVISORS LLC holds $1,662,175 across 2 Diagnostics & Research names. WAT ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
2,773 | $1,390,271 | |
| 2 | WAT |
Waters Corp /De/
This page
|
725 | $271,904 |
All Filings in WAT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,904 | 725 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $224,541 | 754 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||