Position in DGX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$460,991
+$29,248 QoQ
Shares Held
2,175
-1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#640
of 1,090 holders
Holding Since
Jun 2020
24 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, 2026Keudell/Morrison Wealth Management holds $710,668 across 2 Diagnostics & Research names. DGX ranks #1 (64.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DGX |
Quest Diagnostics Inc
This page
|
2,175 | $460,991 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
498 | $249,677 |
All Filings in DGX
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,991 | 2,175 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $431,743 | 2,203 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $381,071 | 2,196 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $394,467 | 2,196 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $379,854 | 2,245 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $338,680 | 2,245 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $348,536 | 2,245 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $316,466 | 2,312 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $307,750 | 2,312 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $307,058 | 2,227 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $265,045 | 2,175 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $305,718 | 2,175 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $307,719 | 2,175 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $343,698 | 2,197 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $269,549 | 2,197 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $292,423 | 2,199 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $300,955 | 2,199 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $380,448 | 2,199 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $332,759 | 2,290 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $302,211 | 2,290 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $292,615 | 2,280 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $277,785 | 2,331 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $272,142 | 2,377 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $270,882 | 2,377 | Shares | Sole | 2020-07-14 | |
| No filing history on record for this holder in this stock. | ||||||