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BankPlus Trust Department’s Quest Diagnostics DGX Stock Holding History

BankPlus Trust Department’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
Q1 		$2.31M Sell
11,805
-1,398
-11% -$272K 0.62% 41
2025
Q4 		$2.29M Buy
13,203
+138
+1% +$25.1K 0.6% 39
2025
Q3 		$2.49M Buy
13,065
+776
+6% +$138K 0.67% 31
2025
Q2 		$2.21M Buy
12,289
+753
+7% +$131K 0.65% 35
2025
Q1 		$1.95M Buy
11,536
+954
+9% +$157K 0.65% 34
2024
Q4 		$1.6M Buy
+10,582
New +$1.65M 0.52% 44

Other funds holding DGX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

BankPlus Trust Department's DGX Position: Q1 2026 in Review

BankPlus Trust Department reduced its Quest Diagnostics (DGX) stake by 11% in Q1 2026, selling an estimated $272K and leaving 11,805 shares worth $2.31M. The position accounts for 0.62% of the portfolio, ranked #41.

BankPlus Trust Department first reported a position in DGX in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.49M in Q3 2025. 1,063 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • BankPlus Trust Department held 11,805 shares of Quest Diagnostics worth $2.31M as of Q1 2026.
  • BankPlus Trust Department sold 1,398 Quest Diagnostics shares in Q1 2026, an estimated $272K.
  • Quest Diagnostics made up 0.62% of BankPlus Trust Department's portfolio in Q1 2026, its #41 holding.
  • BankPlus Trust Department first reported a position in Quest Diagnostics in Q4 2024 and has held it in 6 quarters since.
  • BankPlus Trust Department's Quest Diagnostics position peaked at $2.49M in Q3 2025.
  • 1,063 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.