Position in DGX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$22,147,714
+$913,086 QoQ
Shares Held
104,495
-3.6% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#109
of 1,090 holders
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DGX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Moran Wealth Management, LLC holds $53,638,705 across 5 Diagnostics & Research names. DGX ranks #1 (41.3% of the industry book) .
All Filings in DGX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,147,714 | 104,495 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $21,234,628 | 108,351 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $18,058,225 | 104,064 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $20,039,677 | 105,151 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $18,557,754 | 103,311 | Shares | Defined | 2025-07-28 | |
| 2023-06-30 | $670,471 | 4,770 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,589,386 | 11,234 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $20,953,104 | 133,937 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||