Ascentis Independent Advisors

Position in DGX — Quest Diagnostics Inc

CIK 1845003 DALLAS, TX

Position in DGX

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$279,857

+$63,466 QoQ

Shares Held

1,428

+14.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Healthcare · as of Mar 31, 2026

Ascentis Independent Advisors holds $4,343,093 across 21 Diagnostics & Research names. DGX ranks #3 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMO	Thermo Fisher Scientific Inc.	5,319	$2,614,443
2	DHR	Danaher Corp /De/	5,432	$1,029,905
3	DGX	Quest Diagnostics Inc This page	1,428	$279,857
4	NTRA	Natera, Inc.	556	$111,193
5	VCYT	Veracyte, Inc.	3,300	$106,293
6	GH	Guardant Health, Inc.	408	$37,685
7	RVTY	Revvity, Inc.	327	$28,647
8	IQV	Iqvia Holdings Inc.	148	$25,239

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$279,857	1,428	+14.5%	Shares	Sole	2026-04-28
2025-12-31	$216,391	1,247	-1.0%	Shares	Sole	2026-01-29
2025-09-30	$240,130	1,260	-5.5%	Shares	Sole	2025-10-21
2025-06-30	$239,446	1,333	-11.3%	Shares	Sole	2025-07-14
2025-03-31	$254,307	1,503	-13.4%	Shares	Sole	2025-04-23
2024-12-31	$261,892	1,736	+84.7%	Shares	Sole	2025-01-24
2024-09-30	$145,909	940	-58.3%	Shares	Sole	2024-10-29
2024-06-30	$308,390	2,253	+10.7%	Shares	Sole	2024-07-29
2023-12-31	$280,585	2,035	+14.1%	Shares	Sole	2024-02-02
2023-09-30	$217,398	1,784	+13.0%	Shares	Sole	2023-10-20
2023-06-30	$221,944	1,579	—	Shares	Sole	2023-07-19
No filing history on record for this holder in this stock.