Position in DGX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$328,522
+$31,809 QoQ
Shares Held
1,550
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#723
of 1,090 holders
Holding Since
Dec 2021
7 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, 2026J.W. COLE ADVISORS, INC. holds $8,065,103 across 7 Diagnostics & Research names. DGX ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
5,919 | $2,967,549 | |
| 2 | IDXX |
Idexx Laboratories Inc /De
|
4,970 | $2,616,406 | |
| 3 | DHR |
Danaher Corp /De/
|
5,562 | $1,059,449 | |
| 4 | LH |
Labcorp Holdings Inc.
|
1,551 | $434,280 | |
| 5 | RVTY |
Revvity, Inc.
|
2,990 | $332,667 | |
| 6 | DGX |
Quest Diagnostics Inc
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|
1,550 | $328,522 | |
| 7 | A |
Agilent Technologies, Inc.
|
2,456 | $326,230 |
All Filings in DGX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,522 | 1,550 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $296,713 | 1,514 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $323,286 | 1,863 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $470,923 | 2,471 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $330,698 | 1,841 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $292,039 | 1,726 | Shares | Sole | 2025-05-05 | |
| 2021-12-31 | $209,342 | 1,210 | Shares | Sole | 2022-01-25 | |
| No filing history on record for this holder in this stock. | ||||||