Position in WAT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$14,251
+$7,104 QoQ
Shares Held
38
+58.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#996
of 1,173 holders
Holding Since
Mar 2023
14 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, 2026Avion Wealth holds $501,324 across 17 Diagnostics & Research names. WAT ranks #4 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
743 | $372,510 | |
| 2 | DGX |
Quest Diagnostics Inc
|
103 | $21,830 | |
| 3 | DHR |
Danaher Corp /De/
|
89 | $16,952 | |
| 4 | WAT |
Waters Corp /De/
This page
|
38 | $14,251 | |
| 5 | IQV |
Iqvia Holdings Inc.
|
73 | $14,105 | |
| 6 | ILMN |
Illumina, Inc.
|
72 | $12,659 | |
| 7 | IDXX |
Idexx Laboratories Inc /De
|
24 | $12,634 | |
| 8 | A |
Agilent Technologies, Inc.
|
95 | $12,618 |
All Filings in WAT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,251 | 38 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $7,147 | 24 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $8,736 | 23 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,595 | 22 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $4 | 14 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4 | 13 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4 | 13 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3 | 10 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3 | 13 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3 | 6 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,975 | 6 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,193 | 8 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $533 | 2 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $928 | 3 | Shares | Sole | 2023-05-05 | |
| No filing history on record for this holder in this stock. | ||||||