Position in DGX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$189,907
+$20,189 QoQ
Shares Held
896
+3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#841
of 1,090 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in DGX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Spire Wealth Management holds $2,119,723 across 20 Diagnostics & Research names. DGX ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
2,563 | $488,200 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
966 | $484,313 | |
| 3 | CRL |
Charles River Laboratories International, Inc.
|
914 | $207,286 | |
| 4 | DGX |
Quest Diagnostics Inc
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|
896 | $189,907 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
239 | $125,819 | |
| 6 | LH |
Labcorp Holdings Inc.
|
412 | $115,360 | |
| 7 | IQV |
Iqvia Holdings Inc.
|
567 | $109,555 | |
| 8 | ICLR |
Icon PLC
|
613 | $106,484 |
All Filings in DGX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,907 | 896 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $169,718 | 866 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $158,085 | 911 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $179,716 | 943 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $181,785 | 1,012 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $229,604 | 1,357 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $171,829 | 1,139 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $163,788 | 1,055 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $134,826 | 985 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $136,304 | 1,024 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $132,916 | 964 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $202,165 | 1,659 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $267,485 | 1,903 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $271,500 | 1,919 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $317,573 | 2,030 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $241,944 | 1,972 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $236,837 | 1,781 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $301,365 | 2,202 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $397,230 | 2,296 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $144,583 | 995 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $69,416 | 526 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $46,715 | 364 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||