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Arkadios Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

Arkadios Wealth 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 		$1.27M Buy
6,013
+173
+3% +$34K 0.02% 719
2026
Q1 		$1.14M Sell
5,840
-405
-6% -$78.7K 0.02% 727
2025
Q4 		$1.08M Buy
6,245
+1,377
+28% +$251K 0.02% 663
2025
Q3 		$928K Sell
4,868
-53
-1% -$9.4K 0.02% 671
2025
Q2 		$884K Sell
4,921
-358
-7% -$62.2K 0.03% 608
2025
Q1 		$893K Sell
5,279
-199
-4% -$32.7K 0.03% 499
2024
Q4 		$826K Sell
5,478
-1
-0% -$156 0.05% 375
2024
Q3 		$851K Sell
5,479
-264
-5% -$39.4K 0.05% 362
2024
Q2 		$786K Buy
5,743
+810
+16% +$111K 0.05% 333
2024
Q1 		$657K Buy
4,933
+77
+2% +$9.99K 0.05% 329
2023
Q4 		$670K Sell
4,856
-374
-7% -$49.2K 0.06% 299
2023
Q3 		$637K Buy
+5,230
New +$697K 0.06% 283
2022
Q1 		– Sell
-1,430
Closed -$247K – 573
2021
Q4 		$247K Sell
1,430
-1,022
-42% -$156K 0.03% 492
2021
Q3 		$356K Sell
2,452
-255
-9% -$37.3K 0.05% 363
2021
Q2 		$357K Buy
2,707
+965
+55% +$126K 0.04% 407
2021
Q1 		$223K Buy
1,742
+877
+101% +$108K 0.04% 385
2020
Q4 		$103K Buy
865
+545
+170% +$66.4K 0.02% 432
2020
Q3 		$38.5K Buy
320
+25
+8% +$2.95K 0.02% 464
2020
Q2 		$36.2K Sell
295
-1
-0.3% -$106 0.02% 418
2020
Q1 		$23.8K Sell
296
-24
-8% -$2.48K 0.02% 454
2019
Q4 		$35.9K Buy
+320
New +$33.4K 0.02% 356

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

Arkadios Wealth Advisors's DGX Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Quest Diagnostics (DGX) stake by 3% in Q2 2026, buying an estimated $34K and bringing the position to 6,013 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #719.

Arkadios Wealth Advisors first reported a position in DGX in Q4 2019 and has held it in 21 quarters since. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Arkadios Wealth Advisors held 6,013 shares of Quest Diagnostics worth $1.27M as of Q2 2026.
  • Arkadios Wealth Advisors bought 173 Quest Diagnostics shares in Q2 2026, an estimated $34K.
  • Quest Diagnostics made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #719 holding.
  • Arkadios Wealth Advisors first reported a position in Quest Diagnostics in Q4 2019 and has held it in 21 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.