Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

DGX holding history

Quest Diagnostics Inc in every 13F filed by Creative Planning, 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)
22,929
Value
$4.86M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DGX by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,929$4.86M<0.1%+1,291+6.0%AddedHolders
Q1 202621,638$4.24M<0.1%+2,693+14.2%AddedHolders
Q4 202518,945$3.29M<0.1%−300−1.6%ReducedHolders
Q3 202519,245$3.67M<0.1%+1,994+11.6%AddedHolders
Q2 202517,251$3.10M<0.1%+1,842+12.0%AddedHolders
Q1 202515,409$2.61M<0.1%+34+0.2%AddedHolders
Q4 202415,375$2.32M<0.1%+3,783+32.6%AddedHolders
Q3 202411,592$1.80M<0.1%+185+1.6%AddedHolders
Q2 202411,407$1.56M<0.1%+1,929+20.4%AddedHolders
Q1 20249,478$1.26M<0.1%−33−0.3%ReducedHolders
Q4 20239,511$1.31M<0.1%+1,071+12.7%AddedHolders
Q3 20238,440$1.03M<0.1%−428−4.8%ReducedHolders
Q2 20238,868$1.25M<0.1%+348+4.1%AddedHolders
Q1 20238,520$1.21M<0.1%−1,000−10.5%ReducedHolders
Q4 20229,520$1.49M<0.1%+538+6.0%AddedHolders
Q3 20228,982$1.10M<0.1%+257+2.9%AddedHolders
Q2 20228,725$1.16M<0.1%+1,309+17.7%AddedHolders
Q1 20227,416$1.01M<0.1%+8+0.1%AddedHolders
Q4 20217,408$1.28M<0.1%+98+1.3%AddedHolders
Q3 20217,310$1.06M<0.1%+291+4.1%AddedHolders
Q2 20217,019$926.0K<0.1%−2,019−22.3%ReducedHolders
Q1 20219,038$1.16M<0.1%––Holders

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