Position in DGX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,656,157
+$398,076 QoQ
Shares Held
12,532
+8.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#345
of 1,090 holders
Holding Since
Mar 2020
15 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, 2026Atria Investments, Inc holds $48,669,683 across 20 Diagnostics & Research names. DGX ranks #7 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
27,658 | $13,866,614 | |
| 2 | DHR |
Danaher Corp /De/
|
30,005 | $5,715,352 | |
| 3 | IQV |
Iqvia Holdings Inc.
|
22,836 | $4,412,371 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
7,511 | $3,954,090 | |
| 5 | NTRA |
Natera, Inc.
|
13,441 | $3,648,559 | |
| 6 | LH |
Labcorp Holdings Inc.
|
10,503 | $2,940,840 | |
| 7 | DGX |
Quest Diagnostics Inc
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|
12,532 | $2,656,157 | |
| 8 | ILMN |
Illumina, Inc.
|
12,278 | $2,158,840 |
All Filings in DGX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,656,157 | 12,532 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,258,081 | 11,522 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,070,386 | 11,931 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,256,657 | 11,841 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,857,014 | 10,338 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,309,438 | 7,739 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,000,503 | 6,632 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $938,020 | 6,042 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $882,739 | 6,449 | Shares | Sole | 2024-08-13 | |
| 2021-06-30 | $1,166,878 | 8,842 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,071,510 | 8,349 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,144,032 | 9,600 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,503,024 | 13,128 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,553,274 | 13,630 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $539,375 | 6,717 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||