Position in DGX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$678,028
+$73,038 QoQ
Shares Held
3,199
+3.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#571
of 1,090 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in DGX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $3,773,855 across 7 Diagnostics & Research names. DGX ranks #3 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
2,112 | $1,058,872 | |
| 2 | IDXX |
Idexx Laboratories Inc /De
|
1,414 | $744,386 | |
| 3 | DGX |
Quest Diagnostics Inc
This page
|
3,199 | $678,028 | |
| 4 | DHR |
Danaher Corp /De/
|
3,141 | $598,297 | |
| 5 | ILMN |
Illumina, Inc.
|
2,749 | $483,356 | |
| 6 | NTRA |
Natera, Inc.
|
777 | $210,916 | |
| 7 | ADPT |
Adaptive Biotechnologies Corp
|
2,842 | $0 |
All Filings in DGX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $678,028 | 3,199 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $604,990 | 3,087 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $531,522 | 3,063 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $582,412 | 3,056 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $548,769 | 3,055 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $505,062 | 2,985 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $401,589 | 2,662 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $412,809 | 2,659 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $394,214 | 2,880 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $354,338 | 2,662 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $363,038 | 2,633 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $668,158 | 5,483 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $872,315 | 6,206 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,039,736 | 7,349 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $1,196,453 | 7,648 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $912,690 | 7,439 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $963,307 | 7,244 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $873,440 | 6,382 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $1,086,329 | 6,279 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $423,723 | 2,916 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $384,428 | 2,913 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $505,146 | 3,936 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $515,529 | 4,326 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $217,988 | 1,904 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $221,424 | 1,943 | Shares | Defined | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||