Position in DGX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,412
+$1,086 QoQ
Shares Held
68
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#976
of 1,090 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $201,851 across 12 Diagnostics & Research names. DGX ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
148 | $74,201 | |
| 2 | LH |
Labcorp Holdings Inc.
|
204 | $57,120 | |
| 3 | GH |
Guardant Health, Inc.
|
169 | $25,355 | |
| 4 | DGX |
Quest Diagnostics Inc
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|
68 | $14,412 | |
| 5 | ILMN |
Illumina, Inc.
|
71 | $12,483 | |
| 6 | WAT |
Waters Corp /De/
|
15 | $5,625 | |
| 7 | ICLR |
Icon PLC
|
23 | $3,995 | |
| 8 | DHR |
Danaher Corp /De/
|
18 | $3,428 |
All Filings in DGX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,412 | 68 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,326 | 68 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $20,476 | 118 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $22,488 | 118 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $21,195 | 118 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $19,965 | 118 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $17,801 | 118 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||