Position in DGX
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$416,457
-$52,421 QoQ
Shares Held
2,125
-21.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DGX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026Crestwood Advisors Group, LLC holds $146,836,570 across 10 Diagnostics & Research names. DGX ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
286,536 | $54,327,224 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
93,303 | $45,861,223 | |
| 3 | MTD |
Mettler Toledo International Inc/
|
23,933 | $30,184,299 | |
| 4 | IQV |
Iqvia Holdings Inc.
|
80,051 | $13,651,897 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
1,184 | $665,277 | |
| 6 | LH |
Labcorp Holdings Inc.
|
2,323 | $619,799 | |
| 7 | A |
Agilent Technologies, Inc.
|
3,814 | $434,719 | |
| 8 | DGX |
Quest Diagnostics Inc
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|
2,125 | $416,457 |
All Filings in DGX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $416,457 | 2,125 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $468,878 | 2,702 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $292,730 | 1,536 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $220,585 | 1,228 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||