Position in DGX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,985,971
+$158,458 QoQ
Shares Held
9,370
+0.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#385
of 1,090 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DGX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026NAPLES GLOBAL ADVISORS, LLC holds $6,144,194 across 4 Diagnostics & Research names. DGX ranks #2 (32.3% of the industry book) .
All Filings in DGX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,985,971 | 9,370 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,827,513 | 9,325 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,602,896 | 9,237 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,788,974 | 9,387 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,681,516 | 9,361 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,574,575 | 9,306 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,207,785 | 8,006 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,227,406 | 7,906 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,095,861 | 8,006 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,052,367 | 7,906 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $850,857 | 6,171 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $741,030 | 6,081 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $749,184 | 5,330 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $717,303 | 5,070 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $792,368 | 5,065 | Shares | Sole | 2023-04-17 | |
| 2022-09-30 | $652,097 | 5,315 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $642,958 | 4,835 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $604,921 | 4,420 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $372,836 | 2,155 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $281,901 | 1,940 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $242,824 | 1,840 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||