Axxcess Wealth Management’s Quest Diagnostics DGX Stock Holding History

Axxcess Wealth Management’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	$333K	Buy	+1,571	New	+$308K	0.01%	829
2026 Q1	–	Sell	-3,468	Closed	-$602K	–	540
2025 Q4	$602K	Sell	3,468 -1,405	-29%	-$256K	0.01%	642
2025 Q3	$929K	Buy	4,873 +665	+16%	+$118K	0.02%	460
2025 Q2	$756K	Sell	4,208 -71	-2%	-$12.3K	0.02%	496
2025 Q1	$724K	Sell	4,279 -1,539	-26%	-$253K	0.02%	468
2024 Q4	$878K	Sell	5,818 -1,680	-22%	-$261K	0.02%	427
2024 Q3	$1.16M	Sell	7,498 -1,027	-12%	-$153K	0.03%	362
2024 Q2	$1.17M	Sell	8,525 -996	-10%	-$136K	0.03%	343
2024 Q1	$1.27M	Buy	9,521 +2,405	+34%	+$312K	0.03%	329
2023 Q4	$981K	Buy	7,116 +5,448	+327%	+$716K	0.03%	356
2023 Q3	$203K	Buy	1,668 +126	+8%	+$16.8K	0.01%	731
2023 Q2	$217K	Buy	+1,542	New	+$213K	0.02%	532

Other funds holding DGX

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

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Axxcess Wealth Management's DGX Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Quest Diagnostics (DGX) in Q2 2026: 1,571 shares worth $333K. The stake represents 0.01% of the portfolio and ranks #829 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in DGX as recently as Q4 2025.

Axxcess Wealth Management first reported a position in DGX in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.27M in Q1 2024. 577 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

Axxcess Wealth Management held 1,571 shares of Quest Diagnostics worth $333K as of Q2 2026.
Quest Diagnostics was a new Axxcess Wealth Management position in Q2 2026.
Quest Diagnostics made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #829 holding.
Axxcess Wealth Management first reported a position in Quest Diagnostics in Q2 2023 and has held it in 12 quarters since.
Axxcess Wealth Management's Quest Diagnostics position peaked at $1.27M in Q1 2024.
577 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.