Marks Group Wealth Management, Inc

SEC CIK: 0001802473
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

WAT holding history

Waters Corp in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WAT overview All 13F holders of WAT Full Q2 2026 holdings

Shares (Q2 2026): 4,920
Value: $1.85M
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2025

Holdings of WAT by Marks Group Wealth Management, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,920	$1.85M	0.2%	+439+9.8%	Added	Holders
Q1 2026	4,481	$1.33M	0.1%	+3,428+325.5%	Added	Holders
Q4 2025	1,053	$400.0K	<0.1%	+1,053	New	Holders