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Aventura Private Wealth’s Quest Diagnostics DGX Stock Holding History

Aventura Private Wealth’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 		$5.93K Buy
28
+22
+367% +$4.32K ﹤0.01% 679
2026
Q1 		$1.18K Hold
6
– – ﹤0.01% 784
2025
Q4 		$1.04K Hold
6
– – ﹤0.01% 743
2025
Q3 		$1.14K Hold
6
– – ﹤0.01% 726
2025
Q2 		$1.08K Buy
+6
New +$1.04K ﹤0.01% 685
2025
Q1 		– Sell
-2
Closed -$302 – 791
2024
Q4 		$302 Buy
+2
New +$311 ﹤0.01% 717

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 $3.38T AUM 44.17% 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

Aventura Private Wealth's DGX Position: Q2 2026 in Review

Aventura Private Wealth increased its Quest Diagnostics (DGX) stake by 367% in Q2 2026, buying an estimated $4.32K and bringing the position to 28 shares worth $5.93K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Aventura Private Wealth first reported a position in DGX in Q4 2024 and has held it in 6 quarters since. 1,111 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Aventura Private Wealth held 28 shares of Quest Diagnostics worth $5.93K as of Q2 2026.
  • Aventura Private Wealth bought 22 Quest Diagnostics shares in Q2 2026, an estimated $4.32K.
  • Quest Diagnostics made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #679 holding.
  • Aventura Private Wealth first reported a position in Quest Diagnostics in Q4 2024 and has held it in 6 quarters since.
  • 1,111 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.