Position in DGX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,274,454
+$129,932 QoQ
Shares Held
6,013
+3.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#452
of 1,095 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DGX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Arkadios Wealth Advisors holds $18,008,712 across 10 Diagnostics & Research names. DGX ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICLR |
Icon PLC
|
33,838 | $5,877,998 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
8,954 | $4,489,176 | |
| 3 | DHR |
Danaher Corp /De/
|
11,204 | $2,134,137 | |
| 4 | ILMN |
Illumina, Inc.
|
8,265 | $1,453,233 | |
| 5 | DGX |
Quest Diagnostics Inc
This page
|
6,013 | $1,274,454 | |
| 6 | IQV |
Iqvia Holdings Inc.
|
4,662 | $900,790 | |
| 7 | MEDP |
Medpace Holdings, Inc.
|
1,118 | $592,081 | |
| 8 | IDXX |
Idexx Laboratories Inc /De
|
884 | $465,372 |
All Filings in DGX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,274,454 | 6,013 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,144,522 | 5,840 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,083,694 | 6,245 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $927,742 | 4,868 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $883,958 | 4,921 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $893,206 | 5,279 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $826,411 | 5,478 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $850,614 | 5,479 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $786,101 | 5,743 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $656,631 | 4,933 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $669,545 | 4,856 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $637,327 | 5,230 | Shares | Sole | 2023-10-13 | |
| 2021-12-31 | $247,404 | 1,430 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $356,300 | 2,452 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $357,242 | 2,707 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $223,568 | 1,742 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $103,082 | 865 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $36,636 | 320 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $33,618 | 295 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $23,768 | 296 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||