Bar Harbor Wealth Management’s Quest Diagnostics DGX Stock Holding History

Bar Harbor 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	$3.94M	Buy	18,585 +127	+0.7%	+$24.9K	0.21%	95
2026 Q1	$3.62M	Buy	18,458 +950	+5%	+$185K	0.21%	100
2025 Q4	$3.04M	Buy	17,508 +926	+6%	+$169K	0.18%	109
2025 Q3	$3.16M	Buy	16,582 +1,403	+9%	+$249K	0.19%	104
2025 Q2	$2.73M	Buy	+15,179	New	+$2.64M	0.17%	110
2019 Q4	–	Sell	-4,416	Closed	-$473K	–	292
2019 Q3	$473K	Sell	4,416 -1,770	-29%	-$182K	0.05%	204
2019 Q2	$630K	Sell	6,186 -12	-0.2%	-$1.15K	0.07%	184
2019 Q1	$557K	Buy	6,198 +791	+15%	+$68.5K	0.07%	183
2018 Q4	$450K	Sell	5,407 -1,064	-16%	-$99.8K	0.06%	195
2018 Q3	$698K	Buy	6,471 +237	+4%	+$26K	0.08%	183
2018 Q2	$686K	Buy	6,234 +1,398	+29%	+$146K	0.08%	172
2018 Q1	$485K	Buy	+4,836	New	+$495K	0.06%	202

Other funds holding DGX

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Bar Harbor Wealth Management's DGX Position: Q2 2026 in Review

Bar Harbor Wealth Management increased its Quest Diagnostics (DGX) stake by 0.69% in Q2 2026, buying an estimated $24.9K and bringing the position to 18,585 shares worth $3.94M. The position accounts for 0.21% of the portfolio, ranked #95.

Bar Harbor Wealth Management first reported a position in DGX in Q1 2018 and has held it in 12 quarters since. 152 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

Bar Harbor Wealth Management held 18,585 shares of Quest Diagnostics worth $3.94M as of Q2 2026.
Bar Harbor Wealth Management bought 127 Quest Diagnostics shares in Q2 2026, an estimated $24.9K.
Quest Diagnostics made up 0.21% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #95 holding.
Bar Harbor Wealth Management first reported a position in Quest Diagnostics in Q1 2018 and has held it in 12 quarters since.
152 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.