Position in DGX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,892,693
+$664,009 QoQ
Shares Held
13,648
+20.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#330
of 1,090 holders
Holding Since
Sep 2021
18 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, 2026Integrated Wealth Concepts LLC holds $29,553,018 across 33 Diagnostics & Research names. DGX ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDXX |
Idexx Laboratories Inc /De
|
11,505 | $6,056,692 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
10,546 | $5,287,342 | |
| 3 | DHR |
Danaher Corp /De/
|
15,436 | $2,940,249 | |
| 4 | DGX |
Quest Diagnostics Inc
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|
13,648 | $2,892,693 | |
| 5 | NTRA |
Natera, Inc.
|
8,682 | $2,356,728 | |
| 6 | ILMN |
Illumina, Inc.
|
11,851 | $2,083,761 | |
| 7 | A |
Agilent Technologies, Inc.
|
11,944 | $1,586,521 | |
| 8 | IQV |
Iqvia Holdings Inc.
|
6,300 | $1,217,286 |
All Filings in DGX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,892,693 | 13,648 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,228,684 | 11,372 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $359,380 | 2,071 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $506,371 | 2,657 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $601,401 | 3,348 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,594,033 | 9,421 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $2,095,143 | 13,888 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,376,567 | 15,308 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,514,850 | 11,067 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,462,479 | 10,987 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,944,521 | 14,103 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,681,180 | 13,796 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,900,511 | 13,521 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,974,919 | 13,959 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $681,296 | 4,355 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $503,397 | 4,103 | Shares | Other | 2022-11-14 | |
| 2021-12-31 | $387,715 | 2,241 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $244,992 | 1,686 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||