Sowell Financial Services LLC
Position in DGX — Quest Diagnostics Inc
CIK 1633697
NORTH LITTLE ROCK, AR
Position in DGX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,020,539
+$188,996 QoQ
Shares Held
4,815
+13.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#484
of 1,088 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DGX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Sowell Financial Services LLC holds $6,109,982 across 9 Diagnostics & Research names. DGX ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
4,150 | $2,080,644 | |
| 2 | DGX |
Quest Diagnostics Inc
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|
4,815 | $1,020,539 | |
| 3 | DHR |
Danaher Corp /De/
|
5,006 | $953,542 | |
| 4 | IQV |
Iqvia Holdings Inc.
|
4,538 | $876,832 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
552 | $290,594 | |
| 6 | A |
Agilent Technologies, Inc.
|
1,942 | $257,955 | |
| 7 | ILMN |
Illumina, Inc.
|
1,251 | $219,963 | |
| 8 | VCYT |
Veracyte, Inc.
|
3,566 | $209,431 |
All Filings in DGX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,020,539 | 4,815 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $831,543 | 4,243 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $703,664 | 4,055 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $770,896 | 4,045 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $449,793 | 2,504 | Shares | Sole | 2025-07-14 | |
| 2021-03-31 | $1,059,703 | 8,257 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $947,163 | 7,948 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $867,834 | 7,580 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $876,010 | 7,687 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $894,381 | 11,138 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||