Position in DGX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$201,352
+$53,865 QoQ
Shares Held
950
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#838
of 1,095 holders
Holding Since
Sep 2020
5 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, 2026Planned Solutions, Inc. holds $404,904 across 2 Diagnostics & Research names. DGX ranks #2 (49.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
406 | $203,552 | |
| 2 | DGX |
Quest Diagnostics Inc
This page
|
950 | $201,352 |
All Filings in DGX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,352 | 950 | Shares | Sole | 2026-07-13 | |
| 2024-09-30 | $147,487 | 950 | Shares | Sole | 2024-10-09 | |
| 2023-12-31 | $130,986 | 950 | Shares | Sole | 2024-01-18 | |
| 2020-12-31 | $46,476 | 390 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $44,651 | 390 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||