Position in DGX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,374,919
+$110,457 QoQ
Shares Held
6,487
+0.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#443
of 1,090 holders
Holding Since
Mar 2025
6 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $17,208,017 across 13 Diagnostics & Research names. DGX ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
12,323 | $6,178,259 | |
| 2 | DHR |
Danaher Corp /De/
|
11,146 | $2,123,090 | |
| 3 | NTRA |
Natera, Inc.
|
6,334 | $1,719,364 | |
| 4 | DGX |
Quest Diagnostics Inc
This page
|
6,487 | $1,374,919 | |
| 5 | IQV |
Iqvia Holdings Inc.
|
5,986 | $1,156,614 | |
| 6 | IDXX |
Idexx Laboratories Inc /De
|
1,758 | $925,481 | |
| 7 | LH |
Labcorp Holdings Inc.
|
2,665 | $746,200 | |
| 8 | ILMN |
Illumina, Inc.
|
3,638 | $639,669 |
All Filings in DGX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,374,919 | 6,487 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,264,462 | 6,452 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $410,051 | 2,363 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $323,414 | 1,697 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $553,978 | 3,084 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $344,660 | 2,037 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||