Position in DGX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$246,921
+$18,605 QoQ
Shares Held
1,165
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#793
of 1,095 holders
Holding Since
Mar 2020
15 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, 2026LAKE STREET PRIVATE WEALTH, LLC holds $454,484 across 2 Diagnostics & Research names. DGX ranks #1 (54.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DGX |
Quest Diagnostics Inc
This page
|
1,165 | $246,921 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
414 | $207,563 |
All Filings in DGX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,921 | 1,165 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $228,316 | 1,165 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $202,683 | 1,168 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $222,025 | 1,165 | Shares | Sole | 2025-11-10 | |
| 2023-03-31 | $15,806 | 16,001 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $222,927 | 1,425 | Shares | Sole | 2023-01-25 | |
| 2022-03-31 | $208,711 | 1,525 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $263,840 | 1,525 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $246,009 | 1,693 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $204,553 | 1,550 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $202,135 | 1,575 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $232,977 | 1,955 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $233,559 | 2,040 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $244,444 | 2,145 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $450,884 | 5,615 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||