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Advisory Advocates’s Quest Diagnostics DGX Stock Holding History

Advisory Advocates’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 		$361K Sell
1,701
-24
-1% -$4.71K 0.31% 120
2026
Q1 		$338K Sell
1,725
-96
-5% -$18.7K 0.35% 102
2025
Q4 		$316K Buy
+1,821
New +$332K 0.31% 113

Other funds holding DGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
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

Advisory Advocates's DGX Position: Q2 2026 in Review

Advisory Advocates reduced its Quest Diagnostics (DGX) stake by 1.4% in Q2 2026, selling an estimated $4.71K and leaving 1,701 shares worth $361K. The position accounts for 0.31% of the portfolio, ranked #120.

Advisory Advocates first reported a position in DGX in Q4 2025 and has held it in 3 quarters since. 1,046 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Advisory Advocates held 1,701 shares of Quest Diagnostics worth $361K as of Q2 2026.
  • Advisory Advocates sold 24 Quest Diagnostics shares in Q2 2026, an estimated $4.71K.
  • Quest Diagnostics made up 0.31% of Advisory Advocates's portfolio in Q2 2026, its #120 holding.
  • Advisory Advocates first reported a position in Quest Diagnostics in Q4 2025 and has held it in 3 quarters since.
  • 1,046 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.