Position in WAT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$12,376
+$12,006 QoQ
Shares Held
33
+3200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,005
of 1,173 holders
Holding Since
Sep 2023
6 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, 2026Concord Wealth Partners holds $638,372 across 6 Diagnostics & Research names. WAT ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
649 | $325,382 | |
| 2 | IDXX |
Idexx Laboratories Inc /De
|
311 | $163,722 | |
| 3 | MTD |
Mettler Toledo International Inc/
|
92 | $117,530 | |
| 4 | IQV |
Iqvia Holdings Inc.
|
94 | $18,162 | |
| 5 | WAT |
Waters Corp /De/
This page
|
33 | $12,376 | |
| 6 | GH |
Guardant Health, Inc.
|
8 | $1,200 |
All Filings in WAT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,376 | 33 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $370 | 1 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $359 | 1 | Shares | Sole | 2024-10-24 | |
| 2024-03-31 | $39,586 | 115 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $87,575 | 266 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $77,601 | 283 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||