Position in WAT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$209,272
-$92,912 QoQ
Shares Held
558
-38.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#821
of 1,173 holders
Holding Since
Jun 2022
2 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in WAT Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $18,862,951 across 8 Diagnostics & Research names. WAT ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
26,210 | $13,140,645 | |
| 2 | DHR |
Danaher Corp /De/
|
19,184 | $3,654,168 | |
| 3 | IDXX |
Idexx Laboratories Inc /De
|
1,095 | $576,451 | |
| 4 | TWST |
Twist Bioscience Corp
|
4,997 | $514,091 | |
| 5 | DGX |
Quest Diagnostics Inc
|
1,571 | $332,973 | |
| 6 | NTRA |
Natera, Inc.
|
844 | $229,103 | |
| 7 | WAT |
Waters Corp /De/
This page
|
558 | $209,272 | |
| 8 | ILMN |
Illumina, Inc.
|
1,173 | $206,248 |
All Filings in WAT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,272 | 558 | Shares | Sole | 2026-07-28 | |
| 2022-06-30 | $302,184 | 913 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||