Position in WAT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$3,375
-$3,176 QoQ
Shares Held
9
-59.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,087
of 1,173 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $76,304 across 13 Diagnostics & Research names. WAT ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LH |
Labcorp Holdings Inc.
|
93 | $26,040 | |
| 2 | DGX |
Quest Diagnostics Inc
|
75 | $15,896 | |
| 3 | TMO |
Thermo Fisher Scientific Inc.
|
30 | $15,040 | |
| 4 | MTD |
Mettler Toledo International Inc/
|
5 | $6,387 | |
| 5 | WAT |
Waters Corp /De/
This page
|
9 | $3,375 | |
| 6 | IDXX |
Idexx Laboratories Inc /De
|
6 | $3,158 | |
| 7 | IQV |
Iqvia Holdings Inc.
|
16 | $3,091 | |
| 8 | FLGT |
Fulgent Genetics, Inc.
|
56 | $1,149 |
All Filings in WAT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,375 | 9 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $6,551 | 22 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $3,038 | 8 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,398 | 8 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,792 | 8 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,948 | 8 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,080 | 11 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,879 | 8 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,320 | 8 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,753 | 8 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $2,304 | 7 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $1,919 | 7 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $2,132 | 8 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $2,167 | 7 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $2,398 | 7 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $808 | 3 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||