Position in DGX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$709,608
+$52,684 QoQ
Shares Held
3,348
-0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#563
of 1,090 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in DGX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Meridian Wealth Management, LLC holds $3,025,130 across 8 Diagnostics & Research names. DGX ranks #1 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DGX |
Quest Diagnostics Inc
This page
|
3,348 | $709,608 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
815 | $408,608 | |
| 3 | MTD |
Mettler Toledo International Inc/
|
300 | $383,253 | |
| 4 | NTRA |
Natera, Inc.
|
1,367 | $371,072 | |
| 5 | GH |
Guardant Health, Inc.
|
2,142 | $321,364 | |
| 6 | WAT |
Waters Corp /De/
|
769 | $288,405 | |
| 7 | A |
Agilent Technologies, Inc.
|
2,133 | $283,326 | |
| 8 | IQV |
Iqvia Holdings Inc.
|
1,343 | $259,494 |
All Filings in DGX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $709,608 | 3,348 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $656,924 | 3,352 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $581,672 | 3,352 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $638,824 | 3,352 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $602,299 | 3,353 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $567,327 | 3,353 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $494,217 | 3,276 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $544,927 | 3,510 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $480,448 | 3,510 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $525,184 | 3,809 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $462,702 | 3,797 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $533,565 | 3,796 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $537,058 | 3,796 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $593,689 | 3,795 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $421,072 | 3,432 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $484,978 | 3,647 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $440,004 | 3,215 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $556,054 | 3,214 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $481,993 | 3,317 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $437,744 | 3,317 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $422,366 | 3,291 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $392,188 | 3,291 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $363,391 | 3,174 | Shares | Sole | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||