Position in WAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$38,629
+$10,636 QoQ
Shares Held
103
+9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#934
of 1,173 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $620,321 across 18 Diagnostics & Research names. WAT ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
339 | $169,961 | |
| 2 | RVTY |
Revvity, Inc.
|
1,075 | $119,604 | |
| 3 | CRL |
Charles River Laboratories International, Inc.
|
437 | $99,107 | |
| 4 | DHR |
Danaher Corp /De/
|
263 | $50,096 | |
| 5 | LH |
Labcorp Holdings Inc.
|
166 | $46,480 | |
| 6 | WAT |
Waters Corp /De/
This page
|
103 | $38,629 | |
| 7 | A |
Agilent Technologies, Inc.
|
228 | $30,285 | |
| 8 | IDXX |
Idexx Laboratories Inc /De
|
56 | $29,480 |
All Filings in WAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,629 | 103 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $27,993 | 94 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $31,905 | 84 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||