Position in DGX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$594,731
-$48,475 QoQ
Shares Held
2,806
-14.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#598
of 1,090 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $10,628,400 across 18 Diagnostics & Research names. DGX ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
10,103 | $5,065,240 | |
| 2 | DHR |
Danaher Corp /De/
|
12,142 | $2,312,808 | |
| 3 | IQV |
Iqvia Holdings Inc.
|
5,188 | $1,002,425 | |
| 4 | DGX |
Quest Diagnostics Inc
This page
|
2,806 | $594,731 | |
| 5 | LH |
Labcorp Holdings Inc.
|
1,318 | $369,040 | |
| 6 | A |
Agilent Technologies, Inc.
|
2,741 | $364,087 | |
| 7 | IDXX |
Idexx Laboratories Inc /De
|
490 | $257,955 | |
| 8 | WAT |
Waters Corp /De/
|
616 | $231,024 |
All Filings in DGX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $594,731 | 2,806 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $643,206 | 3,282 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $642,061 | 3,700 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $773,183 | 4,057 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $641,099 | 3,569 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $419,446 | 2,479 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $48,727 | 323 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $48,438 | 312 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $41,885 | 306 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $34,741 | 261 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $33,918 | 246 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $29,368 | 241 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $37,388 | 266 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $43,858 | 310 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $47,244 | 302 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $33,739 | 275 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $34,308 | 258 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $37,636 | 275 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $65,743 | 380 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $57,978 | 399 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $54,767 | 415 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $53,517 | 417 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $53,030 | 445 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $262,296 | 2,291 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $362,734 | 3,183 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $279,203 | 3,477 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||