AWM
DGX icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

AE Wealth Management's DGX Position: Q1 2026 in Review

AE Wealth Management increased its Quest Diagnostics (DGX) stake by 52% in Q1 2026, buying an estimated $504K and bringing the position to 7,543 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #735.

AE Wealth Management first reported a position in DGX in Q3 2018 and has held it in 22 quarters since. 1,064 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • AE Wealth Management held 7,543 shares of Quest Diagnostics worth $1.48M as of Q1 2026.
  • AE Wealth Management bought 2,596 Quest Diagnostics shares in Q1 2026, an estimated $504K.
  • Quest Diagnostics made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #735 holding.
  • AE Wealth Management first reported a position in Quest Diagnostics in Q3 2018 and has held it in 22 quarters since.
  • 1,064 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.