Position in DGX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,086,878
+$80,326 QoQ
Shares Held
5,128
-0.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#475
of 1,088 holders
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in DGX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $4,545,407 across 8 Diagnostics & Research names. DGX ranks #1 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DGX |
Quest Diagnostics Inc
This page
|
5,128 | $1,086,878 | |
| 2 | DHR |
Danaher Corp /De/
|
4,309 | $820,777 | |
| 3 | TMO |
Thermo Fisher Scientific Inc.
|
1,586 | $795,156 | |
| 4 | NTRA |
Natera, Inc.
|
2,660 | $722,056 | |
| 5 | LH |
Labcorp Holdings Inc.
|
1,376 | $385,280 | |
| 6 | IDXX |
Idexx Laboratories Inc /De
|
571 | $300,597 | |
| 7 | ILMN |
Illumina, Inc.
|
1,283 | $225,589 | |
| 8 | A |
Agilent Technologies, Inc.
|
1,574 | $209,074 |
All Filings in DGX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,086,878 | 5,128 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $1,006,552 | 5,136 | Shares | Other | 2026-04-23 | |
| 2024-06-30 | $664,551 | 4,855 | Shares | Other | 2024-07-23 | |
| 2024-03-31 | $629,343 | 4,728 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $656,446 | 4,761 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $574,691 | 4,716 | Shares | Sole | 2023-12-20 | |
| 2023-06-30 | $700,831 | 4,986 | Shares | Sole | 2023-12-20 | |
| 2023-03-31 | $699,901 | 4,947 | Shares | Sole | 2023-12-20 | |
| 2022-12-31 | $775,942 | 4,960 | Shares | Other | 2023-12-20 | |
| No filing history on record for this holder in this stock. | ||||||