Position in DGX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$28,189
+$2,908 QoQ
Shares Held
133
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#935
of 1,090 holders
Holding Since
Dec 2021
19 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, 2026JFS WEALTH ADVISORS, LLC holds $571,735 across 20 Diagnostics & Research names. DGX ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
333 | $166,952 | |
| 2 | IQV |
Iqvia Holdings Inc.
|
653 | $126,172 | |
| 3 | RVTY |
Revvity, Inc.
|
424 | $47,174 | |
| 4 | DHR |
Danaher Corp /De/
|
203 | $38,667 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
62 | $32,639 | |
| 6 | DGX |
Quest Diagnostics Inc
This page
|
133 | $28,189 | |
| 7 | WAT |
Waters Corp /De/
|
60 | $22,502 | |
| 8 | A |
Agilent Technologies, Inc.
|
128 | $17,002 |
All Filings in DGX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,189 | 133 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $25,281 | 129 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $26,029 | 150 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $13,340 | 70 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $14,550 | 81 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $13,028 | 77 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $10,861 | 72 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $10,091 | 65 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $8,623 | 63 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $8,519 | 64 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $10,892 | 79 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,458 | 53 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $8,574 | 61 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $12,874 | 91 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $12,202 | 78 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $8,342 | 68 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $14,095 | 106 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,611 | 41 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,498 | 26 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||