Position in DGX
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$749,819
New position
Shares Held
3,826
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 3%
Shared 0%
None 97%
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $7,161,534 across 8 Diagnostics & Research names. DGX ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MEDP |
Medpace Holdings, Inc.
|
6,429 | $3,087,141 | |
| 2 | IDXX |
Idexx Laboratories Inc /De
|
2,097 | $1,178,283 | |
| 3 | TMO |
Thermo Fisher Scientific Inc.
|
1,834 | $901,466 | |
| 4 | DGX |
Quest Diagnostics Inc
This page
|
3,826 | $749,819 | |
| 5 | DHR |
Danaher Corp /De/
|
2,321 | $440,061 | |
| 6 | CSTL |
Castle Biosciences Inc
|
15,760 | $386,908 | |
| 7 | A |
Agilent Technologies, Inc.
|
3,366 | $383,656 | |
| 8 | OPK |
Opko Health, Inc.
|
30,000 | $34,200 |
All Filings in DGX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $749,819 | 3,826 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||