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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

DGX holding history

Quest Diagnostics Inc in every 13F filed by EP Wealth 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)
3,498
Value
$741.4K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of DGX by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,498$741.4K<0.1%−36−1.0%ReducedHolders
Q1 20263,534$692.6K<0.1%+61+1.8%AddedHolders
Q4 20253,473$602.6K<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 20252,275$408.6K<0.1%−8−0.4%ReducedHolders
Q1 20252,283$386.2K<0.1%−415−15.4%ReducedHolders
Q4 20242,698$407.1K<0.1%−1,273−32.1%ReducedHolders
Q3 20243,971$616.5K<0.1%+1,204+43.5%AddedHolders
Q2 20242,767$378.7K<0.1%−92−3.2%ReducedHolders
Q1 20242,859$380.6K<0.1%−95−3.2%ReducedHolders
Q4 20232,954$407.2K<0.1%−533−15.3%ReducedHolders
Q3 20233,487$424.9K<0.1%−713−17.0%ReducedHolders
Q2 20234,200$538.1K<0.1%+4,200NewHolders
Q1 20230$00.0%−5,436−100.0%Sold outHolders
Q4 20225,436$850.3K<0.1%+5,436NewHolders
Q3 20220$00.0%−7,727−100.0%Sold outHolders
Q2 20227,727$1.03M<0.1%−383−4.7%ReducedHolders
Q1 20228,110$1.11M<0.1%−10−0.1%ReducedHolders
Q4 20218,120$1.41M<0.1%−392−4.6%ReducedHolders
Q3 20218,512$1.24M<0.1%−6,322−42.6%ReducedHolders
Q2 202114,834$1.96M0.1%−3,970−21.1%ReducedHolders
Q1 202118,804$2.41M0.1%––Holders

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