BWM
DGX icon

BankPlus Wealth Management’s Quest Diagnostics DGX Stock Holding History

BankPlus 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 		$546K Buy
2,574
+50
+2% +$9.81K 0.25% 63
2026
Q1 		$495K Sell
2,524
-22
-0.9% -$4.27K 0.26% 68
2025
Q4 		$442K Sell
2,546
-71
-3% -$12.9K 0.24% 77
2025
Q3 		$499K Buy
2,617
+152
+6% +$27K 0.29% 68
2025
Q2 		$443K Buy
2,465
+55
+2% +$9.55K 0.29% 72
2025
Q1 		$408K Buy
2,410
+59
+3% +$9.69K 0.3% 72
2024
Q4 		$355K Buy
+2,351
New +$366K 0.26% 78

Other funds holding DGX

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

BankPlus Wealth Management increased its Quest Diagnostics (DGX) stake by 2% in Q2 2026, buying an estimated $9.81K and bringing the position to 2,574 shares worth $546K. The position accounts for 0.25% of the portfolio, ranked #63.

BankPlus Wealth Management first reported a position in DGX in Q4 2024 and has held it in 7 quarters since. 444 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • BankPlus Wealth Management held 2,574 shares of Quest Diagnostics worth $546K as of Q2 2026.
  • BankPlus Wealth Management bought 50 Quest Diagnostics shares in Q2 2026, an estimated $9.81K.
  • Quest Diagnostics made up 0.25% of BankPlus Wealth Management's portfolio in Q2 2026, its #63 holding.
  • BankPlus Wealth Management first reported a position in Quest Diagnostics in Q4 2024 and has held it in 7 quarters since.
  • 444 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.