Position in DGX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$460,779
+$38,639 QoQ
Shares Held
2,174
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#641
of 1,090 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in DGX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Montecito Bank & Trust holds $2,232,869 across 3 Diagnostics & Research names. DGX ranks #3 (20.6% of the industry book) .
All Filings in DGX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,779 | 2,174 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $422,140 | 2,154 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $429,313 | 2,474 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $478,165 | 2,509 | Shares | Sole | 2025-10-07 | |
| 2025-03-31 | $471,729 | 2,788 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $275,621 | 1,827 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $283,641 | 1,827 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $324,405 | 2,370 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $339,297 | 2,549 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $263,212 | 1,909 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $222,272 | 1,824 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $224,755 | 1,599 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $239,525 | 1,693 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $246,549 | 1,576 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||