Global Retirement Partners, LLC
PensionPosition in DGX — Quest Diagnostics Inc
CIK 1749744
San Rafael, CA
Position in DGX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$535,809
+$198,467 QoQ
Shares Held
2,528
+30.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#615
of 1,090 holders
Holding Since
Mar 2020
21 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, 2026Global Retirement Partners, LLC holds $13,162,679 across 30 Diagnostics & Research names. DGX ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
8,148 | $4,085,081 | |
| 2 | DHR |
Danaher Corp /De/
|
8,309 | $1,582,698 | |
| 3 | NTRA |
Natera, Inc.
|
5,635 | $1,529,620 | |
| 4 | IQV |
Iqvia Holdings Inc.
|
7,179 | $1,387,126 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
1,592 | $838,092 | |
| 6 | DGX |
Quest Diagnostics Inc
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|
2,528 | $535,809 | |
| 7 | CRL |
Charles River Laboratories International, Inc.
|
2,225 | $504,607 | |
| 8 | A |
Agilent Technologies, Inc.
|
3,642 | $483,766 |
All Filings in DGX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $535,809 | 2,528 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $337,342 | 1,944 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $139,123 | 730 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $186,276 | 1,037 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $83,727 | 555 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $59,305 | 382 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $50,234 | 367 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $35,407 | 266 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $36,400 | 264 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $31,805 | 261 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $43,854 | 312 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $37,916 | 268 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $34,260 | 219 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $26,869 | 219 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $11,436 | 86 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $11,633 | 85 | Shares | Sole | 2022-07-14 | |
| 2021-03-31 | $3,208 | 25 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $26,336 | 221 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $31,484 | 275 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $31,225 | 274 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $27,864 | 347 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||