Position in DGX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$741,401
+$48,808 QoQ
Shares Held
3,498
-1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#557
of 1,090 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in DGX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $22,351,621 across 18 Diagnostics & Research names. DGX ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
15,882 | $7,962,599 | |
| 2 | DHR |
Danaher Corp /De/
|
19,985 | $3,806,742 | |
| 3 | IDXX |
Idexx Laboratories Inc /De
|
4,367 | $2,298,963 | |
| 4 | A |
Agilent Technologies, Inc.
|
11,685 | $1,552,118 | |
| 5 | NTRA |
Natera, Inc.
|
3,977 | $1,079,556 | |
| 6 | DGX |
Quest Diagnostics Inc
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|
3,498 | $741,401 | |
| 7 | ILMN |
Illumina, Inc.
|
4,131 | $726,353 | |
| 8 | GH |
Guardant Health, Inc.
|
4,274 | $641,228 |
All Filings in DGX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $741,401 | 3,498 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $692,593 | 3,534 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $602,669 | 3,473 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $408,658 | 2,275 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $386,283 | 2,283 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $407,020 | 2,698 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $616,497 | 3,971 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $378,746 | 2,767 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $380,561 | 2,859 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $407,297 | 2,954 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $424,925 | 3,487 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $590,352 | 4,200 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $850,407 | 5,436 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $1,027,536 | 7,727 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,109,934 | 8,110 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $1,404,841 | 8,120 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,236,878 | 8,512 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $1,957,642 | 14,834 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $2,413,305 | 18,804 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||