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Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

DGX holding history

Quest Diagnostics Inc in every 13F filed by Personal Cfo Solutions, 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)
3,199
Value
$677.9K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of DGX by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,199$677.9K0.1%+112+3.6%AddedHolders
Q1 20263,087$605.1K0.1%+24+0.8%AddedHolders
Q4 20253,063$531.6K0.1%+7+0.2%AddedHolders
Q3 20253,056$582.4K0.1%+10.0%AddedHolders
Q2 20253,055$548.8K0.1%+70+2.3%AddedHolders
Q1 20252,985$505.0K0.1%+323+12.1%AddedHolders
Q4 20242,662$401.6K0.1%+3+0.1%AddedHolders
Q3 20242,659$412.9K0.1%−221−7.7%ReducedHolders
Q2 20242,880$394.3K0.1%+218+8.2%AddedHolders
Q1 20242,662$354.4K0.1%+29+1.1%AddedHolders
Q4 20232,633$363.1K0.1%−2,850−52.0%ReducedHolders
Q3 20235,483$668.2K0.1%−723−11.7%ReducedHolders
Q2 20236,206$872.3K0.2%−1,143−15.6%ReducedHolders
Q1 20237,349$1.04M0.2%−299−3.9%ReducedHolders
Q4 20227,648$1.20M0.3%+209+2.8%AddedHolders
Q3 20227,439$913.0K0.2%+195+2.7%AddedHolders
Q2 20227,244$963.0K0.2%+862+13.5%AddedHolders
Q1 20226,382$873.0K0.2%+103+1.6%AddedHolders
Q4 20216,279$1.09M0.2%+3,363+115.3%AddedHolders
Q3 20212,916$424.0K0.1%+3+0.1%AddedHolders
Q2 20212,913$384.0K0.1%−1,023−26.0%ReducedHolders
Q1 20213,936$505.0K0.1%––Holders

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