Acumen Wealth Advisors, LLC

Position in DGX — Quest Diagnostics Inc

CIK 1939202 CHATTANOOGA, TN

Position in DGX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,754,926

+$304,393 QoQ

Shares Held

12,998

+4.0% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#338

of 1,090 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Acumen Wealth Advisors, LLC holds $5,270,794 across 3 Diagnostics & Research names. DGX ranks #1 (52.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DGX	Quest Diagnostics Inc This page	12,998	$2,754,926
2	TMO	Thermo Fisher Scientific Inc.	4,956	$2,484,740
3	WAT	Waters Corp /De/	83	$31,128

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,754,926	12,998	+4.0%	Shares	Sole	2026-08-03
2026-03-31	$2,450,533	12,504	+10.4%	Shares	Sole	2026-05-13
2025-12-31	$1,964,706	11,322	—	Shares	Other	2026-02-13
No filing history on record for this holder in this stock.