Position in DGX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$252,432
+$19,216 QoQ
Shares Held
1,191
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#785
of 1,090 holders
Holding Since
Jun 2025
5 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, 2026Phillips Wealth Planners LLC holds $252,432 across 1 Diagnostics & Research name. DGX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DGX |
Quest Diagnostics Inc
This page
|
1,191 | $252,432 |
All Filings in DGX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,432 | 1,191 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $233,216 | 1,190 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $200,427 | 1,155 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $228,124 | 1,197 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $220,406 | 1,227 | Shares | Defined | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||