Position in DGX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,706,912
+$1,353,459 QoQ
Shares Held
39,325
+7.4% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 80.29964286751256.ToString("F0")%
Shared 3.501640486629308.ToString("F0")%
None 16.198716645858134.ToString("F0")%
Common Shares in DGX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026Corient Private Wealth LLC holds $743,051,786 across 25 Diagnostics & Research names. DGX ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
832,069 | $408,986,875 | |
| 2 | DHR |
Danaher Corp /De/
|
831,925 | $157,732,979 | |
| 3 | IDXX |
Idexx Laboratories Inc /De
|
122,006 | $68,553,950 | |
| 4 | A |
Agilent Technologies, Inc.
|
221,631 | $25,261,500 | |
| 5 | RVTY |
Revvity, Inc.
|
181,958 | $15,941,340 | |
| 6 | ICLR |
Icon PLC
|
115,291 | $12,758,102 | |
| 7 | ILMN |
Illumina, Inc.
|
95,466 | $11,767,139 | |
| 8 | DGX |
Quest Diagnostics Inc
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|
39,325 | $7,706,912 |
All Filings in DGX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,706,912 | 39,325 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $6,353,453 | 36,613 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $4,983,093 | 26,147 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,491,646 | 25,005 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $5,803,051 | 34,297 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $5,808,259 | 38,501 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $6,012,211 | 38,726 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $5,303,962 | 38,749 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $5,060,176 | 38,015 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,710,024 | 41,413 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $4,399,755 | 36,105 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,608,905 | 39,904 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $11,096,983 | 78,435 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,689,551 | 10,800 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||