Position in WAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$94,134
-$2,148,597 QoQ
Shares Held
251
-96.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#871
of 1,170 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WAT Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026JPL Wealth Management, LLC holds $378,414 across 17 Diagnostics & Research names. WAT ranks #1 (24.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WAT |
Waters Corp /De/
This page
|
251 | $94,134 | |
| 2 | DGX |
Quest Diagnostics Inc
|
398 | $84,355 | |
| 3 | IDXX |
Idexx Laboratories Inc /De
|
98 | $51,590 | |
| 4 | LH |
Labcorp Holdings Inc.
|
97 | $27,160 | |
| 5 | IQV |
Iqvia Holdings Inc.
|
111 | $21,447 | |
| 6 | ILMN |
Illumina, Inc.
|
112 | $19,692 | |
| 7 | NTRA |
Natera, Inc.
|
68 | $18,458 | |
| 8 | DHR |
Danaher Corp /De/
|
95 | $18,095 |
All Filings in WAT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,134 | 251 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,242,731 | 7,531 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,926,969 | 7,706 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,401,777 | 8,011 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,763,349 | 7,917 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,877,794 | 7,808 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,914,047 | 7,855 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $1,493,827 | 5,149 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,647,140 | 4,785 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,248,769 | 3,793 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||