Position in DGX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,331
+$176 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,045
of 1,088 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $38,331 across 9 Diagnostics & Research names. DGX ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDXX |
Idexx Laboratories Inc /De
|
32 | $16,846 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
14 | $7,019 | |
| 3 | DHR |
Danaher Corp /De/
|
32 | $6,095 | |
| 4 | DGX |
Quest Diagnostics Inc
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|
11 | $2,331 | |
| 5 | ILMN |
Illumina, Inc.
|
11 | $1,934 | |
| 6 | LH |
Labcorp Holdings Inc.
|
5 | $1,400 | |
| 7 | A |
Agilent Technologies, Inc.
|
9 | $1,195 | |
| 8 | WAT |
Waters Corp /De/
|
3 | $1,125 |
All Filings in DGX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,331 | 11 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,155 | 11 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,429 | 14 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,668 | 14 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,514 | 14 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,368 | 14 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,112 | 14 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,173 | 14 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,505 | 11 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,464 | 11 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,516 | 11 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||