Position in DGX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$29,564,758
+$2,844,262 QoQ
Shares Held
150,856
-2.0% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 82.59918464750919.ToString("F0")%
Shared 0.ToString("F0")%
None 17.400815352490802.ToString("F0")%
Common Shares in DGX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026Focus Partners Wealth holds $1,019,092,816 across 16 Diagnostics & Research names. DGX ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
1,140,952 | $560,812,136 | |
| 2 | DHR |
Danaher Corp /De/
|
1,027,896 | $194,889,081 | |
| 3 | WAT |
Waters Corp /De/
|
474,862 | $141,413,903 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
60,188 | $33,819,035 | |
| 5 | DGX |
Quest Diagnostics Inc
This page
|
150,856 | $29,564,758 | |
| 6 | IQV |
Iqvia Holdings Inc.
|
95,605 | $16,304,476 | |
| 7 | A |
Agilent Technologies, Inc.
|
138,238 | $15,756,367 | |
| 8 | ILMN |
Illumina, Inc.
|
67,274 | $8,292,193 |
All Filings in DGX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,564,758 | 150,856 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $26,720,496 | 153,982 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $26,939,817 | 141,357 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,710,258 | 54,057 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,408,704 | 55,607 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $7,616,016 | 50,484 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $5,622,844 | 36,218 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $786,923 | 5,749 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $756,331 | 5,682 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||