Position in WAT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$284,280
+$76,407 QoQ
Shares Held
758
+34.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#743
of 1,173 holders
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WAT Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $4,649,725 across 8 Diagnostics & Research names. WAT ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
3,069 | $1,538,673 | |
| 2 | DGX |
Quest Diagnostics Inc
|
3,823 | $810,284 | |
| 3 | GH |
Guardant Health, Inc.
|
5,045 | $756,901 | |
| 4 | ILMN |
Illumina, Inc.
|
2,609 | $458,740 | |
| 5 | NTRA |
Natera, Inc.
|
1,115 | $302,666 | |
| 6 | WAT |
Waters Corp /De/
This page
|
758 | $284,280 | |
| 7 | GRAL |
GRAIL, Inc.
|
3,924 | $267,891 | |
| 8 | DHR |
Danaher Corp /De/
|
1,209 | $230,290 |
All Filings in WAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,280 | 758 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $207,873 | 564 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $204,039 | 550 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||