Position in DGX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$49,172
+$2,529 QoQ
Shares Held
232
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#905
of 1,090 holders
Holding Since
Mar 2022
18 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, 2026VALLEY NATIONAL ADVISERS INC holds $211,327 across 8 Diagnostics & Research names. DGX ranks #2 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
268 | $134,364 | |
| 2 | DGX |
Quest Diagnostics Inc
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|
232 | $49,172 | |
| 3 | DHR |
Danaher Corp /De/
|
69 | $13,143 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
19 | $10,002 | |
| 5 | NTRA |
Natera, Inc.
|
7 | $1,900 | |
| 6 | WAT |
Waters Corp /De/
|
4 | $1,500 | |
| 7 | IQV |
Iqvia Holdings Inc.
|
5 | $966 | |
| 8 | LH |
Labcorp Holdings Inc.
|
1 | $280 |
All Filings in DGX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,172 | 232 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $46,643 | 238 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $77,220 | 445 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $99,482 | 522 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $135,441 | 754 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $149,572 | 884 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $187,820 | 1,245 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $351,641 | 2,265 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $483,870 | 3,535 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $495,434 | 3,722 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $570,822 | 4,140 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $525,825 | 4,315 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $692,117 | 4,924 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $709,522 | 5,015 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $767,963 | 4,909 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $612,223 | 4,990 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $681,655 | 5,126 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $701,954 | 5,129 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||