Position in WAT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$70,507
-$8,410 QoQ
Shares Held
188
-29.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#900
of 1,173 holders
Holding Since
Mar 2026
2 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, 2026Caldwell Trust Co holds $4,594,993 across 6 Diagnostics & Research names. WAT ranks #4 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DGX |
Quest Diagnostics Inc
|
13,165 | $2,790,321 | |
| 2 | DHR |
Danaher Corp /De/
|
4,763 | $907,255 | |
| 3 | TMO |
Thermo Fisher Scientific Inc.
|
1,531 | $767,581 | |
| 4 | WAT |
Waters Corp /De/
This page
|
188 | $70,507 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
76 | $40,009 | |
| 6 | LH |
Labcorp Holdings Inc.
|
69 | $19,320 |
All Filings in WAT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,507 | 188 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $78,917 | 265 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||