Position in WAT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$391,541
-$667,138 QoQ
Shares Held
1,044
-70.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#668
of 1,170 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WAT Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026BURNEY CO/ holds $10,891,139 across 7 Diagnostics & Research names. WAT ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTD |
Mettler Toledo International Inc/
|
3,489 | $4,457,232 | |
| 2 | LH |
Labcorp Holdings Inc.
|
9,355 | $2,619,400 | |
| 3 | NTRA |
Natera, Inc.
|
6,581 | $1,786,412 | |
| 4 | DGX |
Quest Diagnostics Inc
|
3,530 | $748,183 | |
| 5 | TMO |
Thermo Fisher Scientific Inc.
|
1,290 | $646,754 | |
| 6 | WAT |
Waters Corp /De/
This page
|
1,044 | $391,541 | |
| 7 | A |
Agilent Technologies, Inc.
|
1,819 | $241,617 |
All Filings in WAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,541 | 1,044 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,058,679 | 3,555 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,502,227 | 3,955 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $930,610 | 3,104 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,387,084 | 3,974 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,464,697 | 3,974 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,704,282 | 4,594 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,653,334 | 4,594 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,546,629 | 5,331 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $2,239,215 | 6,505 | Shares | Defined | 2024-05-22 | |
| 2023-12-31 | $2,957,802 | 8,984 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,820,523 | 10,286 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $2,878,365 | 10,799 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $3,844,056 | 12,415 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $5,370,626 | 15,677 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $7,099,689 | 26,341 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $6,909,868 | 20,877 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $14,000,761 | 45,107 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $17,243,927 | 46,280 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $16,953,526 | 47,449 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $16,530,526 | 47,830 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $13,487,560 | 47,463 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $11,869,726 | 47,974 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $9,419,643 | 48,138 | Shares | Defined | 2020-12-14 | |
| 2020-06-30 | $9,595,656 | 53,191 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $9,805,394 | 53,861 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||