Position in WAT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$10,876
+$2,240 QoQ
Shares Held
29
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,018
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, 2026Nvest Wealth Strategies, Inc. holds $66,325 across 3 Diagnostics & Research names. WAT ranks #2 (16.4% of the industry book) .
All Filings in WAT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,876 | 29 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $8,636 | 29 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $11,015 | 29 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||