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AE Wealth Management’s Quest Diagnostics DGX Stock Holding History

AE 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 		$1.55M Sell
7,291
-252
-3% -$49.5K 0.01% 745
2026
Q1 		$1.48M Buy
7,543
+2,596
+52% +$504K 0.01% 735
2025
Q4 		$858K Buy
4,947
+1,870
+61% +$341K ﹤0.01% 849
2025
Q3 		$586K Buy
3,077
+389
+14% +$69K ﹤0.01% 911
2025
Q2 		$483K Buy
2,688
+209
+8% +$36.3K ﹤0.01% 934
2025
Q1 		$419K Buy
2,479
+820
+49% +$135K ﹤0.01% 972
2024
Q4 		$250K Buy
1,659
+348
+27% +$54.1K ﹤0.01% 1176
2024
Q3 		$203K Sell
1,311
-973
-43% -$145K ﹤0.01% 1179
2024
Q2 		$313K Buy
+2,284
New +$313K ﹤0.01% 1020
2024
Q1 		– Sell
-6,080
Closed -$793K – 1342
2023
Q4 		$793K Buy
6,080
+1,874
+45% +$246K ﹤0.01% 1241
2023
Q3 		$513K Sell
4,206
-3,554
-46% -$474K ﹤0.01% 1369
2023
Q2 		$1.09M Buy
7,760
+4,004
+107% +$552K 0.01% 1054
2023
Q1 		$531K Buy
3,756
+513
+16% +$73.4K ﹤0.01% 1325
2022
Q4 		$507K Buy
3,243
+560
+21% +$80.5K ﹤0.01% 1313
2022
Q3 		$329K Buy
2,683
+431
+19% +$56.8K ﹤0.01% 1434
2022
Q2 		$299K Buy
2,252
+515
+30% +$70.2K ﹤0.01% 1437
2022
Q1 		$238K Sell
1,737
-19
-1% -$2.65K ﹤0.01% 1520
2021
Q4 		$304K Buy
+1,756
New +$267K ﹤0.01% 1439
2021
Q2 		– Sell
-1,758
Closed -$226K – 1607
2021
Q1 		$226K Sell
1,758
-109
-6% -$13.4K ﹤0.01% 1364
2020
Q4 		$223K Buy
+1,867
New +$228K ﹤0.01% 1246
2020
Q3 		– Sell
-4,206
Closed -$479K – 1293
2020
Q2 		$479K Buy
+4,206
New +$446K 0.01% 899
2019
Q3 		– Sell
-3,700
Closed -$377K – 1003
2019
Q2 		$377K Buy
+3,700
New +$356K 0.01% 670
2018
Q4 		– Sell
-3,044
Closed -$328K – 506
2018
Q3 		$328K Buy
+3,044
New +$334K 0.02% 422

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

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

AE Wealth Management reduced its Quest Diagnostics (DGX) stake by 3.3% in Q2 2026, selling an estimated $49.5K and leaving 7,291 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #745.

AE Wealth Management first reported a position in DGX in Q3 2018 and has held it in 23 quarters since. 1,107 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • AE Wealth Management held 7,291 shares of Quest Diagnostics worth $1.55M as of Q2 2026.
  • AE Wealth Management sold 252 Quest Diagnostics shares in Q2 2026, an estimated $49.5K.
  • Quest Diagnostics made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #745 holding.
  • AE Wealth Management first reported a position in Quest Diagnostics in Q3 2018 and has held it in 23 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.