Position in DGX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,934
+$4,759 QoQ
Shares Held
28
+366.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,012
of 1,090 holders
Holding Since
Dec 2024
6 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, 2026Aventura Private Wealth, LLC holds $576,509 across 11 Diagnostics & Research names. DGX ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
648 | $324,881 | |
| 2 | DHR |
Danaher Corp /De/
|
718 | $136,764 | |
| 3 | CRL |
Charles River Laboratories International, Inc.
|
280 | $63,501 | |
| 4 | RVTY |
Revvity, Inc.
|
225 | $25,033 | |
| 5 | OPK |
Opko Health, Inc.
|
8,400 | $12,600 | |
| 6 | DGX |
Quest Diagnostics Inc
This page
|
28 | $5,934 | |
| 7 | WAT |
Waters Corp /De/
|
8 | $3,000 | |
| 8 | ILMN |
Illumina, Inc.
|
15 | $2,637 |
All Filings in DGX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,934 | 28 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,175 | 6 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,041 | 6 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,143 | 6 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $1,077 | 6 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $301 | 2 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||