Position in WAT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$382,540
+$104,991 QoQ
Shares Held
1,020
+9.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#675
of 1,177 holders
Holding Since
Mar 2020
21 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, 2026Clearstead Advisors, LLC holds $31,495,809 across 30 Diagnostics & Research names. WAT ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
95,787 | $18,245,507 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
7,167 | $3,593,247 | |
| 3 | LH |
Labcorp Holdings Inc.
|
9,347 | $2,617,160 | |
| 4 | SHC |
Sotera Health Co
|
118,612 | $2,105,363 | |
| 5 | OPK |
Opko Health, Inc.
|
883,288 | $1,324,932 | |
| 6 | IDXX |
Idexx Laboratories Inc /De
|
2,307 | $1,214,497 | |
| 7 | ICLR |
Icon PLC
|
3,196 | $555,177 | |
| 8 | WAT |
Waters Corp /De/
This page
|
1,020 | $382,540 |
All Filings in WAT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $382,540 | 1,020 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $277,549 | 932 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $233,975 | 616 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $175,688 | 586 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $190,226 | 545 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $202,713 | 550 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $203,297 | 548 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $192,541 | 535 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $155,214 | 535 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $184,163 | 535 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $192,599 | 585 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $163,977 | 598 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $154,859 | 581 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $179,895 | 581 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $199,038 | 581 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $156,596 | 581 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $192,299 | 581 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $140,606 | 453 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $134,136 | 360 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $3,110 | 9 | Shares | Sole | 2021-08-12 | |
| 2020-03-31 | $36,410 | 200 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||