Position in DGX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$252,432
+$142,225 QoQ
Shares Held
1,191
+87.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#784
of 1,090 holders
Holding Since
Dec 2021
2 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, 2026Confluence Wealth Services, Inc. holds $3,219,080 across 3 Diagnostics & Research names. DGX ranks #3 (7.8% of the industry book) .
All Filings in DGX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,432 | 1,191 | Shares | Sole | 2026-07-22 | |
| 2021-12-31 | $110,207 | 637 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||