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Superior Planning, LLC’s Quest Diagnostics DGX Stock Holding History

Superior Planning, LLC’s Portfolio DGX Stock Details DGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.76K Buy
+29
New +$6.7K ﹤0.01% 1089

Other funds holding DGX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Superior Planning, LLC's DGX Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Quest Diagnostics (DGX) in Q3 2026: 29 shares worth $6.76K. The stake represents ﹤0.01% of the portfolio and ranks #1089 among its holdings.

841 funds tracked by Wall St. Rank hold DGX as of Q3 2026.

  • Superior Planning, LLC held 29 shares of Quest Diagnostics worth $6.76K as of Q3 2026.
  • Quest Diagnostics was a new Superior Planning, LLC position in Q3 2026.
  • Quest Diagnostics made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1089 holding.
  • 841 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.