Position in DGX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$300,333
+$44,972 QoQ
Shares Held
1,417
+8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#748
of 1,090 holders
Holding Since
Dec 2025
3 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, 2026Excelsior Advisor Network LLC holds $1,701,589 across 5 Diagnostics & Research names. DGX ranks #2 (17.7% of the industry book) .
All Filings in DGX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,333 | 1,417 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $255,361 | 1,303 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $217,433 | 1,253 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||