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Allworth Financial’s Quest Diagnostics DGX Stock Holding History

Allworth Financial’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 		$355K Buy
1,675
+6
+0.4% +$1.18K ﹤0.01% 1171
2026
Q1 		$327K Buy
1,669
+45
+3% +$8.74K ﹤0.01% 1150
2025
Q4 		$282K Sell
1,624
-19
-1% -$3.46K ﹤0.01% 1176
2025
Q3 		$313K Buy
1,643
+121
+8% +$21.5K ﹤0.01% 1075
2025
Q2 		$273K Buy
1,522
+201
+15% +$34.9K ﹤0.01% 1052
2025
Q1 		$232K Buy
1,321
+273
+26% +$44.8K ﹤0.01% 898
2024
Q4 		$159K Buy
1,048
+38
+4% +$5.91K ﹤0.01% 1036
2024
Q3 		$157K Sell
1,010
-34
-3% -$5.08K ﹤0.01% 898
2024
Q2 		$152K Buy
1,044
+175
+20% +$24K ﹤0.01% 906
2024
Q1 		$116K Sell
869
-21
-2% -$2.73K ﹤0.01% 963
2023
Q4 		$123K Sell
890
-28
-3% -$3.68K ﹤0.01% 874
2023
Q3 		$112K Sell
918
-123
-12% -$16.4K ﹤0.01% 840
2023
Q2 		$146K Sell
1,041
-28
-3% -$3.86K ﹤0.01% 774
2023
Q1 		$151K Buy
1,069
+11
+1% +$1.57K ﹤0.01% 719
2022
Q4 		$166K Sell
1,058
-305
-22% -$43.8K ﹤0.01% 674
2022
Q3 		$167K Buy
1,363
+617
+83% +$81.3K ﹤0.01% 632
2022
Q2 		$99K Buy
746
+123
+20% +$16.8K ﹤0.01% 716
2022
Q1 		$85K Sell
623
-15
-2% -$2.09K ﹤0.01% 757
2021
Q4 		$110K Sell
638
-4
-0.6% -$609 ﹤0.01% 660
2021
Q3 		$93K Buy
+642
New +$93.9K ﹤0.01% 632
2021
Q2 		– Sell
-2
Closed – – 1571
2021
Q1 		$0 Sell
2
-42
-95% -$5.17K ﹤0.01% 1508
2020
Q4 		$5K Buy
44
+42
+2,100% +$5.12K ﹤0.01% 980
2020
Q3 		$0 Hold
2
– – ﹤0.01% 1188
2020
Q2 		$0 Hold
2
– – ﹤0.01% 1214
2020
Q1 		$0 Buy
+2
New +$207 ﹤0.01% 1244
2017
Q3 		– Sell
-98
Closed -$11K – 750
2017
Q2 		$11K Buy
98
+78
+390% +$8.25K ﹤0.01% 462
2017
Q1 		$2K Buy
+20
New +$1.91K ﹤0.01% 636

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

Allworth Financial's DGX Position: Q2 2026 in Review

Allworth Financial increased its Quest Diagnostics (DGX) stake by 0.36% in Q2 2026, buying an estimated $1.18K and bringing the position to 1,675 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Allworth Financial first reported a position in DGX in Q1 2017 and has held it in 27 quarters since. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Allworth Financial held 1,675 shares of Quest Diagnostics worth $355K as of Q2 2026.
  • Allworth Financial bought 6 Quest Diagnostics shares in Q2 2026, an estimated $1.18K.
  • Quest Diagnostics made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1171 holding.
  • Allworth Financial first reported a position in Quest Diagnostics in Q1 2017 and has held it in 27 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.