Action Point Financial Planning’s Quest Diagnostics DGX Stock Holding History

Action Point Financial Planning’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	$18K	Buy	+86	New	+$16.9K	﹤0.01%	1170

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

Action Point Financial Planning's DGX Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Quest Diagnostics (DGX) in Q2 2026: 86 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #1170 among its holdings.

1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

Action Point Financial Planning held 86 shares of Quest Diagnostics worth $18K as of Q2 2026.
Quest Diagnostics was a new Action Point Financial Planning position in Q2 2026.
Quest Diagnostics made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1170 holding.
1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.