Position in DGX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$125,050
+$9,422 QoQ
Shares Held
590
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#859
of 1,090 holders
Holding Since
Jun 2022
17 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, 2026Heritage Wealth Advisors holds $906,140 across 7 Diagnostics & Research names. DGX ranks #3 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
745 | $373,513 | |
| 2 | DHR |
Danaher Corp /De/
|
1,569 | $298,863 | |
| 3 | DGX |
Quest Diagnostics Inc
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|
590 | $125,050 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
150 | $78,966 | |
| 5 | A |
Agilent Technologies, Inc.
|
116 | $15,408 | |
| 6 | MTD |
Mettler Toledo International Inc/
|
6 | $7,665 | |
| 7 | RVTY |
Revvity, Inc.
|
60 | $6,675 |
All Filings in DGX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,050 | 590 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $115,628 | 590 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $102,382 | 590 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $112,442 | 590 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $105,981 | 590 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $99,828 | 590 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $90,817 | 602 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $93,150 | 600 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $80,759 | 590 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $78,534 | 590 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $81,349 | 590 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $71,897 | 590 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $82,930 | 590 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $83,473 | 590 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $225,273 | 1,440 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $176,673 | 1,440 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $191,491 | 1,440 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||