Mowery & Schoenfeld Wealth Management, LLC
Position in DGX — Quest Diagnostics Inc
CIK 2019946
LINCOLNSHIRE, IL
Position in DGX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$10,597
+$798 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#992
of 1,090 holders
Holding Since
Sep 2024
8 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $204,074 across 5 Diagnostics & Research names. DGX ranks #4 (5.2% of the industry book) .
All Filings in DGX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,597 | 50 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $9,799 | 50 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $11,973 | 69 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $9,529 | 50 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $8,981 | 50 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $8,460 | 50 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $10,107 | 67 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,762 | 50 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||