Position in DGX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,028,937
+$266,232 QoQ
Shares Held
23,727
-2.4% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#250
of 1,090 holders
Holding Since
Jun 2023
13 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, 2026Palumbo Wealth Management LLC holds $9,678,096 across 3 Diagnostics & Research names. DGX ranks #1 (52.0% of the industry book) .
All Filings in DGX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,028,937 | 23,727 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $4,762,705 | 24,302 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,487,138 | 25,858 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $4,906,100 | 25,743 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $4,601,581 | 25,617 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $4,374,835 | 25,856 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,286,635 | 21,786 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,010,297 | 19,390 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,598,256 | 18,982 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,495,945 | 18,751 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,491,215 | 18,068 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $2,225,163 | 18,260 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $730,490 | 5,197 | Shares | Sole | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||