Position in DGX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,790,321
+$264,335 QoQ
Shares Held
13,165
+2.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#336
of 1,090 holders
Holding Since
Mar 2025
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, 2026Caldwell Trust Co holds $4,594,993 across 6 Diagnostics & Research names. DGX ranks #1 (60.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DGX |
Quest Diagnostics Inc
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|
13,165 | $2,790,321 | |
| 2 | DHR |
Danaher Corp /De/
|
4,763 | $907,255 | |
| 3 | TMO |
Thermo Fisher Scientific Inc.
|
1,531 | $767,581 | |
| 4 | WAT |
Waters Corp /De/
|
188 | $70,507 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
76 | $40,009 | |
| 6 | LH |
Labcorp Holdings Inc.
|
69 | $19,320 |
All Filings in DGX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,790,321 | 13,165 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,525,986 | 12,889 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,887,832 | 10,879 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,485,380 | 7,794 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $345,787 | 1,925 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $75,463 | 446 | Shares | Sole | 2025-09-23 | |
| No filing history on record for this holder in this stock. | ||||||