Position in DGX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$332,973
-$268,829 QoQ
Shares Held
1,571
-54.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#720
of 1,090 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in DGX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $18,862,951 across 8 Diagnostics & Research names. DGX ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
26,210 | $13,140,645 | |
| 2 | DHR |
Danaher Corp /De/
|
19,184 | $3,654,168 | |
| 3 | IDXX |
Idexx Laboratories Inc /De
|
1,095 | $576,451 | |
| 4 | TWST |
Twist Bioscience Corp
|
4,997 | $514,091 | |
| 5 | DGX |
Quest Diagnostics Inc
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|
1,571 | $332,973 | |
| 6 | NTRA |
Natera, Inc.
|
844 | $229,103 | |
| 7 | WAT |
Waters Corp /De/
|
558 | $209,272 | |
| 8 | ILMN |
Illumina, Inc.
|
1,173 | $206,248 |
All Filings in DGX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,973 | 1,571 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $601,802 | 3,468 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $928,696 | 4,873 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $755,883 | 4,208 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $724,006 | 4,279 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $877,703 | 5,818 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,164,064 | 7,498 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,166,902 | 8,525 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,267,340 | 9,521 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $981,154 | 7,116 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $203,262 | 1,668 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $216,743 | 1,542 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||