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Creative Planning DGX Position History
Quest Diagnostics Incorporated • Healthcare
Quarters held
8
Latest value
$6.8M
Q3 2026
Peak value
$6.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.6M |
| Q3 2025 | $30K |
| Q4 2025 | $3.3M |
| Q1 2026 | $4.2M |
| Q2 2026 | $38K |
| Q2 2026 | $4.8M |
| Q3 2026 | $43K |
| Q3 2026 | $6.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.8M | 29.3K | — | — |
| Q3 2026 | $43K | 183 | — | — |
| Q2 2026 | $4.8M | 22.7K | — | — |
| Q2 2026 | $38K | 180 | — | — |
| Q1 2026 | $4.2M | 21.6K | — | — |
| Q4 2025 | $3.3M | 18.9K | — | — |
| Q3 2025 | $30K | 160 | — | — |
| Q3 2025 | $3.6M | 19.1K | — | — |
Other funds holding DGX
$2.5B
$2.5B
$2.3B
$2.3B
$1.2B
$1.2B
$1.1B
$995.6M