Position in DGX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$211,950
-$138,070 QoQ
Shares Held
1,000
-44.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#823
of 1,090 holders
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in DGX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Evercore Wealth Management, LLC holds $143,091,657 across 6 Diagnostics & Research names. DGX ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
265,163 | $132,942,120 | |
| 2 | DHR |
Danaher Corp /De/
|
21,454 | $4,086,557 | |
| 3 | MTD |
Mettler Toledo International Inc/
|
2,275 | $2,906,334 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
5,174 | $2,723,800 | |
| 5 | A |
Agilent Technologies, Inc.
|
1,663 | $220,896 | |
| 6 | DGX |
Quest Diagnostics Inc
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|
1,000 | $211,950 |
All Filings in DGX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,950 | 1,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $350,020 | 1,786 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $309,924 | 1,786 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $340,375 | 1,786 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $324,232 | 1,805 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $305,406 | 1,805 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $272,302 | 1,805 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $291,870 | 1,880 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $257,334 | 1,880 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $250,246 | 1,880 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $261,834 | 1,899 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $203,542 | 1,708 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||