Position in DHR
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$211,972
-$32,743 QoQ
Shares Held
1,118
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DHR Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026OneAscent Financial Services LLC holds $275,535 across 1 Diagnostics & Research name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DGX |
Quest Diagnostics Inc
|
1,300 | $275,535 |
All Filings in DHR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $211,972 | 1,118 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $244,715 | 1,069 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $200,837 | 1,013 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $317,841 | 1,609 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $686,750 | 3,350 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $251,357 | 1,095 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||