Position in DGX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$436,405
+$42,094 QoQ
Shares Held
2,059
+2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#649
of 1,090 holders
Holding Since
Jun 2025
5 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, 2026Gratus Wealth Advisors, LLC holds $904,604 across 2 Diagnostics & Research names. DGX ranks #2 (48.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
2,458 | $468,199 | |
| 2 | DGX |
Quest Diagnostics Inc
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|
2,059 | $436,405 |
All Filings in DGX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,405 | 2,059 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $394,311 | 2,012 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $361,289 | 2,082 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $387,067 | 2,031 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $361,774 | 2,014 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||