Avion Wealth’s Quest Diagnostics DGX Stock Holding History

Avion 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	$21K	Buy	103 +8	+8%	+$1.57K	﹤0.01%	382
2026 Q1	$18K	Hold	95	–	–	﹤0.01%	352
2025 Q4	$16K	Sell	95 -6	-6%	-$1.09K	﹤0.01%	387
2025 Q3	$19K	Buy	101 +6	+6%	+$1.06K	﹤0.01%	342
2025 Q2	$17K	Buy	95 +9	+10%	+$1.56K	﹤0.01%	344
2025 Q1	$12K	Hold	86	–	–	﹤0.01%	355
2024 Q4	$12K	Buy	86 +3	+4%	+$467	﹤0.01%	355
2024 Q3	$12K	Hold	83	–	–	﹤0.01%	337
2024 Q2	$11K	Buy	83 +4	+5%	+$548	﹤0.01%	310
2024 Q1	$11K	Buy	79 +8	+11%	+$1.04K	﹤0.01%	292
2023 Q4	$10K	Buy	71 +4	+6%	+$526	﹤0.01%	277
2023 Q3	$8K	Hold	67	–	–	﹤0.01%	290
2023 Q2	$9K	Buy	67 +1	+2%	+$138	﹤0.01%	299
2023 Q1	$10K	Buy	66 +3	+5%	+$429	﹤0.01%	260
2022 Q4	$7K	Hold	63	–	–	﹤0.01%	284
2022 Q3	$8K	Hold	63	–	–	﹤0.01%	281
2022 Q2	$8K	Hold	63	–	–	﹤0.01%	276
2022 Q1	$9K	Hold	63	–	–	﹤0.01%	240
2021 Q4	$11K	Hold	63	–	–	﹤0.01%	228
2021 Q3	$9K	Hold	63	–	–	﹤0.01%	239
2021 Q2	$8K	Hold	63	–	–	﹤0.01%	238
2021 Q1	$8K	Hold	63	–	–	﹤0.01%	233
2020 Q4	$8K	Hold	63	–	–	﹤0.01%	244
2020 Q3	$7K	Hold	63	–	–	﹤0.01%	210
2020 Q2	$7K	Hold	63	–	–	﹤0.01%	186
2020 Q1	$5K	Buy	+63	New	+$6.52K	﹤0.01%	203

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

Avion Wealth's DGX Position: Q2 2026 in Review

Avion Wealth increased its Quest Diagnostics (DGX) stake by 8.4% in Q2 2026, buying an estimated $1.57K and bringing the position to 103 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Avion Wealth first reported a position in DGX in Q1 2020 and has held it in 26 quarters since. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

Avion Wealth held 103 shares of Quest Diagnostics worth $21K as of Q2 2026.
Avion Wealth bought 8 Quest Diagnostics shares in Q2 2026, an estimated $1.57K.
Quest Diagnostics made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #382 holding.
Avion Wealth first reported a position in Quest Diagnostics in Q1 2020 and has held it in 26 quarters since.
1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.