Avantax Planning Partners, Inc.

Position in DGX — Quest Diagnostics Inc

CIK 1005441 DUBUQUE, IA

Position in DGX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$226,998

+$17,104 QoQ

Shares Held

1,071

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#807

of 1,090 holders

Holding Since

Jun 2021

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $3,588,104 across 4 Diagnostics & Research names. DGX ranks #4 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMO	Thermo Fisher Scientific Inc.	4,950	$2,481,732
2	DHR	Danaher Corp /De/	2,800	$533,344
3	ICLR	Icon PLC	1,992	$346,030
4	DGX	Quest Diagnostics Inc This page	1,071	$226,998

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$226,998	1,071	0.0%	Shares	Sole	2026-07-28
2026-03-31	$209,894	1,071	-54.6%	Shares	Sole	2026-05-04
2022-06-30	$313,566	2,358	0.0%	Shares	Sole	2022-07-18
2022-03-31	$322,715	2,358	0.0%	Shares	Sole	2022-05-09
2021-12-31	$407,957	2,358	+0.4%	Shares	Sole	2022-01-28
2021-09-30	$341,187	2,348	0.0%	Shares	Sole	2021-10-27
2021-06-30	$309,865	2,348	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.