Position in DGX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,096,200
-$785,791 QoQ
Shares Held
5,172
-46.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#476
of 1,096 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $7,328,932 across 31 Diagnostics & Research names. DGX ranks #1 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DGX |
Quest Diagnostics Inc
This page
|
5,172 | $1,096,200 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
1,715 | $859,826 | |
| 3 | ILMN |
Illumina, Inc.
|
4,303 | $756,591 | |
| 4 | MEDP |
Medpace Holdings, Inc.
|
1,413 | $748,304 | |
| 5 | DHR |
Danaher Corp /De/
|
3,603 | $686,294 | |
| 6 | NTRA |
Natera, Inc.
|
1,971 | $535,025 | |
| 7 | A |
Agilent Technologies, Inc.
|
3,509 | $466,096 | |
| 8 | IQV |
Iqvia Holdings Inc.
|
2,227 | $430,296 |
All Filings in DGX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,096,200 | 5,172 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,881,991 | 9,603 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,033,539 | 5,956 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,147,861 | 6,023 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,082,447 | 6,026 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $930,767 | 5,501 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $796,086 | 5,277 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $816,147 | 5,257 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $716,702 | 5,236 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $692,835 | 5,205 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $716,009 | 5,193 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $633,305 | 5,197 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $778,982 | 5,542 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $781,818 | 5,526 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $864,016 | 5,523 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $943,361 | 7,689 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $16,489 | 124 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $16,148 | 118 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $8,823 | 51 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||