Position in DGX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,939,090
+$321,692 QoQ
Shares Held
18,585
+0.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#279
of 1,090 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DGX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026BAR HARBOR WEALTH MANAGEMENT holds $12,064,462 across 3 Diagnostics & Research names. DGX ranks #2 (32.7% of the industry book) .
All Filings in DGX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,939,090 | 18,585 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $3,617,398 | 18,458 | Shares | Defined | 2026-04-17 | |
| 2025-12-31 | $3,038,163 | 17,508 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $3,160,197 | 16,582 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $2,726,603 | 15,179 | Shares | Defined | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||