Position in WAT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,565,361
+$764,540 QoQ
Shares Held
12,173
-4.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
2.70%
of 13F equity value
Holder Rank
#284
of 1,173 holders
Holding Since
Dec 2025
3 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, 2026Jones Kertz & Associates, Inc. holds $5,046,607 across 2 Diagnostics & Research names. WAT ranks #1 (90.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WAT |
Waters Corp /De/
This page
|
12,173 | $4,565,361 | |
| 2 | ILMN |
Illumina, Inc.
|
2,737 | $481,246 |
All Filings in WAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,565,361 | 12,173 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,800,821 | 12,763 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,864,862 | 12,808 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||