Avantax Planning Partners’s Quest Diagnostics DGX Stock Holding History

Avantax Planning 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	$227K	Hold	1,071	–	–	0.01%	421
2026 Q1	$210K	Buy	+1,071	New	+$208K	0.01%	410
2022 Q3	–	Sell	-2,358	Closed	-$314K	–	350
2022 Q2	$314K	Hold	2,358	–	–	0.01%	267
2022 Q1	$323K	Hold	2,358	–	–	0.01%	268
2021 Q4	$408K	Buy	2,358 +10	+0.4%	+$1.52K	0.02%	234
2021 Q3	$341K	Hold	2,348	–	–	0.02%	237
2021 Q2	$310K	Buy	+2,348	New	+$307K	0.01%	252
2018 Q4	–	Sell	-65	Closed	-$7K	–	496
2018 Q3	$7K	Buy	+65	New	+$7.13K	﹤0.01%	968
2018 Q2	–	Sell	-65	Closed	-$7K	–	525
2018 Q1	$7K	Buy	+65	New	+$6.66K	﹤0.01%	1187

Other funds holding DGX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Avantax Planning Partners's DGX Position: Q2 2026 in Review

Avantax Planning Partners held its Quest Diagnostics (DGX) position steady in Q2 2026 at 1,071 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #421.

Avantax Planning Partners first reported a position in DGX in Q1 2018 and has held it in 9 quarters since. The position peaked at $408K in Q4 2021. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

Avantax Planning Partners held 1,071 shares of Quest Diagnostics worth $227K as of Q2 2026.
Avantax Planning Partners left its Quest Diagnostics share count unchanged in Q2 2026.
Quest Diagnostics made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #421 holding.
Avantax Planning Partners first reported a position in Quest Diagnostics in Q1 2018 and has held it in 9 quarters since.
Avantax Planning Partners's Quest Diagnostics position peaked at $408K in Q4 2021.
1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.