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Alpine Woods Capital Investors’s Quest Diagnostics DGX Stock Holding History

Alpine Woods Capital Investors’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 		$1.51M Sell
7,115
-2,864
-29% -$562K 0.33% 79
2026
Q1 		$1.96M Sell
9,979
-9,423
-49% -$1.83M 0.47% 62
2025
Q4 		$3.37M Buy
19,402
+1,881
+11% +$343K 0.8% 37
2025
Q3 		$3.34M Sell
17,521
-2,260
-11% -$401K 0.78% 44
2025
Q2 		$3.55M Buy
19,781
+3,504
+22% +$609K 0.84% 38
2025
Q1 		$2.75M Sell
16,277
-14,096
-46% -$2.32M 0.69% 53
2024
Q4 		$4.58M Sell
30,373
-313
-1% -$48.7K 0.87% 37
2024
Q3 		$4.91M Sell
30,686
-13,341
-30% -$1.99M 0.86% 40
2024
Q2 		$6.03M Buy
44,027
+11,891
+37% +$1.63M 0.93% 34
2024
Q1 		$4.44M Buy
32,136
+1,694
+6% +$220K 0.88% 39
2023
Q4 		$4.2M Buy
30,442
+633
+2% +$83.2K 0.63% 52
2023
Q3 		$3.63M Sell
29,809
-1,338
-4% -$178K 0.59% 59
2023
Q2 		$4.38M Sell
31,147
-27,462
-47% -$3.79M 0.68% 52
2023
Q1 		$8.29M Sell
58,609
-11,895
-17% -$1.7M 1.25% 21
2022
Q4 		$11M Buy
70,504
+299
+0.4% +$43K 1.61% 16
2022
Q3 		$8.61M Sell
70,205
-4,088
-6% -$538K 1.17% 23
2022
Q2 		$9.88M Sell
74,293
-92
-0.1% -$12.5K 1.24% 20
2022
Q1 		$10.2M Buy
74,385
+66,025
+790% +$9.2M 1.07% 25
2021
Q4 		$1.45M Buy
8,360
+21
+0.3% +$3.19K 0.14% 134
2021
Q3 		$1.21M Sell
8,339
-5
-0.1% -$732 0.13% 143
2021
Q2 		$1.1M Buy
8,344
+221
+3% +$28.9K 0.11% 154
2021
Q1 		$1.04M Sell
8,123
-1,465
-15% -$181K 0.12% 156
2020
Q4 		$1.14M Sell
9,588
-954
-9% -$116K 0.14% 148
2020
Q3 		$1.21M Buy
10,542
+2,706
+35% +$320K 0.18% 136
2020
Q2 		$893K Buy
7,836
+2,806
+56% +$298K 0.17% 138
2020
Q1 		$404K Buy
+5,030
New +$521K 0.09% 183

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

Alpine Woods Capital Investors's DGX Position: Q2 2026 in Review

Alpine Woods Capital Investors reduced its Quest Diagnostics (DGX) stake by 29% in Q2 2026, selling an estimated $562K and leaving 7,115 shares worth $1.51M. The position accounts for 0.33% of the portfolio, ranked #79.

Alpine Woods Capital Investors first reported a position in DGX in Q1 2020 and has held it in 26 quarters since. The position peaked at $11M in Q4 2022. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Alpine Woods Capital Investors held 7,115 shares of Quest Diagnostics worth $1.51M as of Q2 2026.
  • Alpine Woods Capital Investors sold 2,864 Quest Diagnostics shares in Q2 2026, an estimated $562K.
  • Quest Diagnostics made up 0.33% of Alpine Woods Capital Investors's portfolio in Q2 2026, its #79 holding.
  • Alpine Woods Capital Investors first reported a position in Quest Diagnostics in Q1 2020 and has held it in 26 quarters since.
  • Alpine Woods Capital Investors's Quest Diagnostics position peaked at $11M in Q4 2022.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2026, filed 7 Aug 2026.