Position in DGX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$268,116
+$20,202 QoQ
Shares Held
1,265
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#766
of 1,090 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DGX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $2,908,610 across 7 Diagnostics & Research names. DGX ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
8,530 | $1,624,794 | |
| 2 | LH |
Labcorp Holdings Inc.
|
2,459 | $688,520 | |
| 3 | TMO |
Thermo Fisher Scientific Inc.
|
562 | $281,764 | |
| 4 | DGX |
Quest Diagnostics Inc
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|
1,265 | $268,116 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
59 | $31,059 | |
| 6 | WAT |
Waters Corp /De/
|
20 | $7,500 | |
| 7 | ILMN |
Illumina, Inc.
|
39 | $6,857 |
All Filings in DGX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,116 | 1,265 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $247,914 | 1,265 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $219,515 | 1,265 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $281,677 | 1,478 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $269,265 | 1,499 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $253,630 | 1,499 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $226,139 | 1,499 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $264,080 | 1,701 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $236,939 | 1,731 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $231,478 | 1,739 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $239,773 | 1,739 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $214,351 | 1,759 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $246,963 | 1,757 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $248,721 | 1,758 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $313,975 | 2,007 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $246,116 | 2,006 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $293,220 | 2,205 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $315,325 | 2,304 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $398,442 | 2,303 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $362,112 | 2,492 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $328,737 | 2,491 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $338,689 | 2,639 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $318,183 | 2,670 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $323,663 | 2,827 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $322,050 | 2,826 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||