Position in DGX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$723,597
+$54,522 QoQ
Shares Held
3,414
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#561
of 1,090 holders
Holding Since
Mar 2020
26 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, 2026Ascent Wealth Partners, LLC holds $1,232,498 across 2 Diagnostics & Research names. DGX ranks #1 (58.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DGX |
Quest Diagnostics Inc
This page
|
3,414 | $723,597 | |
| 2 | GH |
Guardant Health, Inc.
|
3,392 | $508,901 |
All Filings in DGX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $723,597 | 3,414 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $669,075 | 3,414 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $606,313 | 3,494 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $749,741 | 3,934 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $706,664 | 3,934 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,017,061 | 6,011 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $606,608 | 4,021 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $634,196 | 4,085 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $563,534 | 4,117 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $591,807 | 4,446 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $610,256 | 4,426 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $533,503 | 4,378 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $571,376 | 4,065 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $294,702 | 2,083 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $326,959 | 2,090 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $286,235 | 2,333 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $512,105 | 3,851 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $533,754 | 3,900 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $405,708 | 2,345 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $590,975 | 4,067 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $531,971 | 4,031 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $504,119 | 3,928 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $3,230,102 | 27,105 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $3,077,491 | 26,880 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $3,031,563 | 26,602 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $2,031,349 | 25,297 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||