Balance Wealth
DGX icon

Balance Wealth’s Quest Diagnostics DGX Stock Holding History

Balance 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
Q3 		$3.65K Buy
+16
New +$3.7K ﹤0.01% 690

Other funds holding DGX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Balance Wealth's DGX Position: Q3 2026 in Review

Balance Wealth opened a new position in Quest Diagnostics (DGX) in Q3 2026: 16 shares worth $3.65K. The stake represents ﹤0.01% of the portfolio and ranks #690 among its holdings.

978 funds tracked by Wall St. Rank hold DGX as of Q3 2026.

  • Balance Wealth held 16 shares of Quest Diagnostics worth $3.65K as of Q3 2026.
  • Quest Diagnostics was a new Balance Wealth position in Q3 2026.
  • Quest Diagnostics made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #690 holding.
  • 978 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.