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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

DGX holding history

Quest Diagnostics Inc in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DGX overviewAll 13F holders of DGXFull Q2 2026 holdings

Shares (Q2 2026)
1,628
Value
$345.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DGX by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,628$345.1K<0.1%+793+95.0%AddedHolders
Q1 2026835$163.7K<0.1%−1,001−54.5%ReducedHolders
Q4 20251,836$318.6K<0.1%+717+64.1%AddedHolders
Q3 20251,119$213.3K<0.1%−1,314−54.0%ReducedHolders
Q2 20252,433$437.0K<0.1%+383+18.7%AddedHolders
Q1 20252,050$346.9K<0.1%+5+0.2%AddedHolders
Q4 20242,045$308.5K<0.1%00.0%UnchangedHolders
Q3 20242,045$317.5K<0.1%00.0%UnchangedHolders
Q2 20242,045$279.9K<0.1%−26−1.3%ReducedHolders
Q1 20242,071$291.6K<0.1%−5−0.2%ReducedHolders
Q4 20232,076$286.2K<0.1%+31+1.5%AddedHolders
Q3 20232,045$249.2K<0.1%00.0%UnchangedHolders
Q2 20232,045$287.4K<0.1%−3−0.1%ReducedHolders
Q1 20232,048$289.8K<0.1%+3+0.1%AddedHolders
Q4 20222,045$319.9K<0.1%00.0%UnchangedHolders
Q3 20222,045$251.0K<0.1%−1,929−48.5%ReducedHolders
Q2 20223,974$528.0K<0.1%+9+0.2%AddedHolders
Q1 20223,965$543.0K<0.1%+9+0.2%AddedHolders
Q4 20213,956$684.0K<0.1%−90−2.2%ReducedHolders
Q3 20214,046$588.0K<0.1%+22+0.5%AddedHolders
Q2 20214,024$531.0K<0.1%+9+0.2%AddedHolders
Q1 20214,015$515.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.