Position in WAT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$413,293
+$99,115 QoQ
Shares Held
1,102
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#657
of 1,173 holders
Holding Since
Sep 2024
8 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, 2026Compound Planning, Inc. holds $8,516,107 across 13 Diagnostics & Research names. WAT ranks #8 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
4,209 | $2,110,224 | |
| 2 | DHR |
Danaher Corp /De/
|
6,338 | $1,207,261 | |
| 3 | IDXX |
Idexx Laboratories Inc /De
|
1,575 | $829,142 | |
| 4 | DGX |
Quest Diagnostics Inc
|
3,830 | $811,768 | |
| 5 | NTRA |
Natera, Inc.
|
2,727 | $740,243 | |
| 6 | MEDP |
Medpace Holdings, Inc.
|
1,290 | $683,170 | |
| 7 | A |
Agilent Technologies, Inc.
|
3,449 | $458,130 | |
| 8 | WAT |
Waters Corp /De/
This page
|
1,102 | $413,293 |
All Filings in WAT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,293 | 1,102 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $314,178 | 1,055 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $584,178 | 1,538 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $447,016 | 1,491 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $553,228 | 1,585 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $553,592 | 1,502 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $493,403 | 1,330 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $340,455 | 946 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||