Position in WAT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$24,002
+$4,348 QoQ
Shares Held
64
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#966
of 1,173 holders
Holding Since
Dec 2022
15 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, 2026TFC Financial Management, Inc. holds $248,877 across 16 Diagnostics & Research names. WAT ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
593 | $112,954 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
122 | $61,165 | |
| 3 | LH |
Labcorp Holdings Inc.
|
101 | $28,280 | |
| 4 | WAT |
Waters Corp /De/
This page
|
64 | $24,002 | |
| 5 | DGX |
Quest Diagnostics Inc
|
29 | $6,146 | |
| 6 | IQV |
Iqvia Holdings Inc.
|
24 | $4,637 | |
| 7 | MTD |
Mettler Toledo International Inc/
|
3 | $3,832 | |
| 8 | A |
Agilent Technologies, Inc.
|
21 | $2,789 |
All Filings in WAT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,002 | 64 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $19,654 | 66 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $13,294 | 35 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $10,193 | 34 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $53,054 | 152 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $76,662 | 208 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $75,679 | 204 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $73,417 | 204 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $58,024 | 200 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $344 | 1 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $23,046 | 70 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $13,162 | 48 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $12,793 | 48 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $13,933 | 45 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,138 | 15 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||