SEC 13F Intelligence

Palumbo Wealth Management LLC / DGX

Palumbo Wealth Management LLC’s Quest Diagnostics Inc Position

Does Palumbo Wealth Management LLC own Quest Diagnostics Inc (DGX)? Yes — 24.3K shares worth $5M (+1.16% of its 13F portfolio) as of Q1 2026, down from 25.9K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
24.3K
% of Portfolio
+1.16%
Quarters Held
12
currently held

Position History DGX

Reported value by quarter
Q2 ’23: $730,497Q2 ’23Q3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $4MQ2 ’25: $5MQ2 ’25Q3 ’25: $5MQ4 ’25: $4MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202624.3K$5M+1.16%
Q4 202525.9K$4M+1.11%
Q3 202525.7K$5M+1.56%
Q2 202525.6K$5M+1.43%
Q1 202525.9K$4M+1.46%
Q4 202421.8K$3M+1.23%
Q3 202419.4K$3M+1.17%
Q2 202419.0K$3M+1.10%
Q1 202418.8K$2M+1.12%
Q4 202318.1K$2M+1.27%
Q3 202318.3K$2M+1.22%
Q2 20235.2K$730,497+0.45%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Palumbo Wealth Management LLC’s full portfolio or all institutional holders of DGX.