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Annis Gardner Whiting Capital Advisors’s Quest Diagnostics DGX Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$252K Sell
1,189
-2
-0.2% -$393 0.04% 306
2026
Q1 		$233K Buy
1,191
+31
+3% +$6.02K 0.04% 288
2025
Q4 		$201K Buy
1,160
+870
+300% +$158K 0.04% 290
2025
Q3 		$55.3K Sell
290
-5
-2% -$887 0.01% 485
2025
Q2 		$53K Buy
295
+155
+111% +$26.9K 0.02% 408
2025
Q1 		$23.7K Buy
140
+30
+27% +$4.93K 0.01% 430
2024
Q4 		$16.6K Hold
110
– – ﹤0.01% 469
2024
Q3 		$17.1K Hold
110
– – ﹤0.01% 484
2024
Q2 		$15.1K Hold
110
– – ﹤0.01% 622
2024
Q1 		$14.6K Sell
110
-20
-15% -$2.6K 0.01% 618
2023
Q4 		$17.9K Buy
130
+81
+165% +$10.6K 0.01% 416
2023
Q3 		$5.97K Buy
+49
New +$6.53K ﹤0.01% 511

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

Annis Gardner Whiting Capital Advisors's DGX Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Quest Diagnostics (DGX) stake by 0.17% in Q2 2026, selling an estimated $393 and leaving 1,189 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #306.

Annis Gardner Whiting Capital Advisors first reported a position in DGX in Q3 2023 and has held it in 12 quarters since. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 1,189 shares of Quest Diagnostics worth $252K as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors sold 2 Quest Diagnostics shares in Q2 2026, an estimated $393.
  • Quest Diagnostics made up 0.04% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #306 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Quest Diagnostics in Q3 2023 and has held it in 12 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.