Pinnacle Wealth Planning Services, Inc.
Position in DGX — Quest Diagnostics Inc
CIK 1726752
MANSFIELD, OH
Position in DGX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$148,153
+$15,475 QoQ
Shares Held
699
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#849
of 1,090 holders
Holding Since
Dec 2020
4 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, 2026Pinnacle Wealth Planning Services, Inc. holds $3,475,210 across 24 Diagnostics & Research names. DGX ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
2,216 | $1,111,013 | |
| 2 | DHR |
Danaher Corp /De/
|
3,437 | $654,679 | |
| 3 | IDXX |
Idexx Laboratories Inc /De
|
519 | $273,222 | |
| 4 | GH |
Guardant Health, Inc.
|
1,602 | $240,348 | |
| 5 | VCYT |
Veracyte, Inc.
|
2,870 | $168,555 | |
| 6 | DGX |
Quest Diagnostics Inc
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|
699 | $148,153 | |
| 7 | A |
Agilent Technologies, Inc.
|
1,106 | $146,909 | |
| 8 | MTD |
Mettler Toledo International Inc/
|
97 | $123,918 |
All Filings in DGX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,153 | 699 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $132,678 | 677 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $108,629 | 626 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $31,222 | 262 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||