Abound Wealth Management’s Quest Diagnostics DGX Stock Holding History

Abound Wealth Management’s Portfolio DGX Stock Details DGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16K	Sell	75 -22	-23%	-$4.32K	﹤0.01%	407
2026 Q1	$19.1K	Sell	97 -1	-1%	-$194	﹤0.01%	412
2025 Q4	$17K	Buy	98 +1	+1%	+$182	﹤0.01%	398
2025 Q3	$18.6K	Hold	97	–	–	﹤0.01%	375
2025 Q2	$17.5K	Hold	97	–	–	﹤0.01%	353
2025 Q1	$16.5K	Sell	97 -14	-13%	-$2.3K	0.01%	328
2024 Q4	$16.8K	Hold	111	–	–	0.01%	308
2024 Q3	$17.3K	Hold	111	–	–	0.01%	320
2024 Q2	$15.2K	Hold	111	–	–	0.01%	302
2024 Q1	$14.8K	Buy	111 +1	+0.9%	+$130	0.01%	306
2023 Q4	$15.2K	Buy	110 +12	+12%	+$1.58K	0.01%	315
2023 Q3	$12K	Sell	98 -2	-2%	-$266	0.01%	303
2023 Q2	$14.1K	Buy	100 +77	+335%	+$10.6K	0.01%	277
2023 Q1	$3.26K	Buy	23 +9	+64%	+$1.29K	﹤0.01%	507
2022 Q4	$2.19K	Hold	14	–	–	﹤0.01%	529
2022 Q3	$1.72K	Buy	+14	New	+$1.84K	﹤0.01%	508

Other funds holding DGX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Abound Wealth Management's DGX Position: Q2 2026 in Review

Abound Wealth Management reduced its Quest Diagnostics (DGX) stake by 23% in Q2 2026, selling an estimated $4.32K and leaving 75 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Abound Wealth Management first reported a position in DGX in Q3 2022 and has held it in 16 quarters since. The position peaked at $19.1K in Q1 2026. 1,099 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

Abound Wealth Management held 75 shares of Quest Diagnostics worth $16K as of Q2 2026.
Abound Wealth Management sold 22 Quest Diagnostics shares in Q2 2026, an estimated $4.32K.
Quest Diagnostics made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #407 holding.
Abound Wealth Management first reported a position in Quest Diagnostics in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's Quest Diagnostics position peaked at $19.1K in Q1 2026.
1,099 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.