Marshall Financial Group, LLC

Position in WAT — Waters Corp /De/

CIK 1841496 Hunt Valley, MD

Position in WAT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$961,977

+$254,702 QoQ

Shares Held

2,565

+8.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#493

of 1,173 holders

Holding Since

Jun 2021

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Marshall Financial Group, LLC holds $2,277,371 across 3 Diagnostics & Research names. WAT ranks #2 (42.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MEDP	Medpace Holdings, Inc.	2,008	$1,063,416
2	WAT	Waters Corp /De/ This page	2,565	$961,977
3	A	Agilent Technologies, Inc.	1,897	$251,978

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$961,977	2,565	+8.0%	Shares	Sole	2026-07-20
2026-03-31	$707,275	2,375	+6.6%	Shares	Sole	2026-04-13
2025-12-31	$845,881	2,227	-22.7%	Shares	Sole	2026-01-09
2022-09-30	$776,246	2,880	-0.5%	Shares	Sole	2022-10-12
2022-06-30	$958,187	2,895	+9.2%	Shares	Sole	2022-07-25
2022-03-31	$823,154	2,652	+0.8%	Shares	Sole	2022-05-10
2021-12-31	$980,310	2,631	+17.5%	Shares	Sole	2022-01-27
2021-09-30	$800,352	2,240	+6.5%	Shares	Sole	2021-10-28
2021-06-30	$726,817	2,103	—	Shares	Sole	2021-07-14
No filing history on record for this holder in this stock.