Position in DGX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,413,434
+$273,357 QoQ
Shares Held
20,823
-1.4% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#266
of 1,090 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in DGX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026APPLETON PARTNERS INC/MA holds $20,622,521 across 3 Diagnostics & Research names. DGX ranks #3 (21.4% of the industry book) .
All Filings in DGX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,413,434 | 20,823 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,140,077 | 21,125 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,641,006 | 20,982 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,859,054 | 20,249 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,439,195 | 19,146 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,362,736 | 8,054 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||