Position in DGX
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$14,196,834
+$956,034 QoQ
Shares Held
66,982
-0.9% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
2.04%
of 13F equity value
Holder Rank
#143
of 1,090 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in DGX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026JGP Wealth Management, LLC holds $15,076,851 across 2 Diagnostics & Research names. DGX ranks #1 (94.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DGX |
Quest Diagnostics Inc
This page
|
66,982 | $14,196,834 | |
| 2 | DHR |
Danaher Corp /De/
|
4,620 | $880,017 |
All Filings in DGX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,196,834 | 66,982 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $13,240,800 | 67,562 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $14,152,586 | 81,557 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $15,669,297 | 82,219 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $14,801,871 | 82,402 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $14,046,476 | 83,017 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $15,064,427 | 99,857 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $15,285,449 | 98,457 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $13,572,747 | 99,158 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $13,245,509 | 99,508 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $15,325,086 | 111,148 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $13,192,076 | 108,256 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $14,817,132 | 105,415 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $14,459,821 | 102,204 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $15,574,697 | 99,557 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $11,928,657 | 97,226 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $12,522,859 | 94,171 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $12,418,402 | 90,738 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $14,942,008 | 86,365 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $12,262,565 | 84,389 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $11,162,550 | 84,584 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,360,917 | 10,604 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,206,000 | 10,120 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,161,615 | 10,146 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,204,329 | 10,568 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $845,157 | 10,525 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||