SEC 13F Intelligence

Primoris Wealth Advisors, LLC / DGX

Primoris Wealth Advisors, LLC’s Quest Diagnostics Inc Position

Does Primoris Wealth Advisors, LLC own Quest Diagnostics Inc (DGX)? Yes10.8K shares worth $2M (+1.48% of its 13F portfolio) as of Q1 2026, down from 12.5K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
10.8K
% of Portfolio
+1.48%
Quarters Held
2
currently held

Position History DGX

Reported value by quarter
Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.8K$2M+1.48%
Q4 202512.5K$2M+1.12%

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