Position in WAT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$72,382
+$20,863 QoQ
Shares Held
193
+11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#899
of 1,179 holders
Holding Since
Dec 2024
7 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, 2026Physician Wealth Advisors, Inc. holds $574,032 across 26 Diagnostics & Research names. WAT ranks #3 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
548 | $274,745 | |
| 2 | DHR |
Danaher Corp /De/
|
451 | $85,906 | |
| 3 | WAT |
Waters Corp /De/
This page
|
193 | $72,382 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
69 | $36,324 | |
| 5 | A |
Agilent Technologies, Inc.
|
133 | $17,666 | |
| 6 | GH |
Guardant Health, Inc.
|
101 | $15,153 | |
| 7 | CRL |
Charles River Laboratories International, Inc.
|
43 | $9,751 | |
| 8 | MYGN |
Myriad Genetics Inc
|
1,524 | $8,702 |
All Filings in WAT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,382 | 193 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $51,519 | 173 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $18,611 | 49 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $14,390 | 48 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,443 | 7 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,105 | 3 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $741 | 2 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||