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Appleton Partners’s Quest Diagnostics DGX Stock Holding History

Appleton Partners’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 		$4.41M Sell
20,823
-302
-1% -$59.3K 0.27% 84
2026
Q1 		$4.14M Buy
21,125
+143
+0.7% +$27.8K 0.29% 83
2025
Q4 		$3.64M Buy
20,982
+733
+4% +$133K 0.24% 89
2025
Q3 		$3.86M Buy
20,249
+1,103
+6% +$196K 0.26% 84
2025
Q2 		$3.44M Buy
19,146
+11,092
+138% +$1.93M 0.24% 89
2025
Q1 		$1.36M Buy
+8,054
New +$1.32M 0.11% 114

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

Appleton Partners's DGX Position: Q2 2026 in Review

Appleton Partners reduced its Quest Diagnostics (DGX) stake by 1.4% in Q2 2026, selling an estimated $59.3K and leaving 20,823 shares worth $4.41M. The position accounts for 0.27% of the portfolio, ranked #84.

Appleton Partners first reported a position in DGX in Q1 2025 and has held it in 6 quarters since. 1,099 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Appleton Partners held 20,823 shares of Quest Diagnostics worth $4.41M as of Q2 2026.
  • Appleton Partners sold 302 Quest Diagnostics shares in Q2 2026, an estimated $59.3K.
  • Quest Diagnostics made up 0.27% of Appleton Partners's portfolio in Q2 2026, its #84 holding.
  • Appleton Partners first reported a position in Quest Diagnostics in Q1 2025 and has held it in 6 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.