Position in WAT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,845,195
+$510,754 QoQ
Shares Held
4,920
+9.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#398
of 1,173 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 2%
Shared 98%
None 0%
Common Shares in WAT Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $11,708,933 across 6 Diagnostics & Research names. WAT ranks #4 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IQV |
Iqvia Holdings Inc.
|
22,096 | $4,269,388 | |
| 2 | IDXX |
Idexx Laboratories Inc /De
|
3,620 | $1,905,712 | |
| 3 | DHR |
Danaher Corp /De/
|
9,960 | $1,897,180 | |
| 4 | WAT |
Waters Corp /De/
This page
|
4,920 | $1,845,195 | |
| 5 | TMO |
Thermo Fisher Scientific Inc.
|
2,105 | $1,055,362 | |
| 6 | RVTY |
Revvity, Inc.
|
6,616 | $736,096 |
All Filings in WAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,845,195 | 4,920 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,334,441 | 4,481 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $399,960 | 1,053 | Shares | Other | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||