Baker Avenue Asset Management’s Quest Diagnostics DGX Stock Holding History

Baker Avenue Asset 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	$315K	Buy	1,485 +43	+3%	+$8.44K	0.01%	668
2026 Q1	$283K	Sell	1,442 -657	-31%	-$128K	0.01%	622
2025 Q4	$364K	Buy	2,099 +834	+66%	+$152K	0.01%	450
2025 Q3	$241K	Buy	+1,265	New	+$224K	0.01%	533
2023 Q4	–	Sell	-60	Closed	-$7.31K	–	646
2023 Q3	$7.31K	Sell	60 -8	-12%	-$1.07K	﹤0.01%	838
2023 Q2	$9.56K	Buy	68 +3	+5%	+$414	﹤0.01%	744
2023 Q1	$9.2K	Hold	65	–	–	﹤0.01%	774
2022 Q4	$10.2K	Buy	+65	New	+$9.34K	﹤0.01%	702

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

Baker Avenue Asset Management's DGX Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Quest Diagnostics (DGX) stake by 3% in Q2 2026, buying an estimated $8.44K and bringing the position to 1,485 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #668.

Baker Avenue Asset Management first reported a position in DGX in Q4 2022 and has held it in 8 quarters since. The position peaked at $364K in Q4 2025. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

Baker Avenue Asset Management held 1,485 shares of Quest Diagnostics worth $315K as of Q2 2026.
Baker Avenue Asset Management bought 43 Quest Diagnostics shares in Q2 2026, an estimated $8.44K.
Quest Diagnostics made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #668 holding.
Baker Avenue Asset Management first reported a position in Quest Diagnostics in Q4 2022 and has held it in 8 quarters since.
Baker Avenue Asset Management's Quest Diagnostics position peaked at $364K in Q4 2025.
1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.