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Bartlett & Co Wealth Management’s Quest Diagnostics DGX Stock Holding History

Bartlett & Co 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
Q1 		$8.81K Hold
46
– – ﹤0.01% 941
2025
Q4 		$7.98K Hold
46
– – ﹤0.01% 955
2025
Q3 		$8.77K Hold
46
– – ﹤0.01% 934
2025
Q2 		$8.26K Buy
46
+1
+2% +$174 ﹤0.01% 939
2025
Q1 		$7.61K Hold
45
– – ﹤0.01% 939
2024
Q4 		$6.79K Hold
45
– – ﹤0.01% 940
2024
Q3 		$6.99K Sell
45
-64
-59% -$9.56K ﹤0.01% 946
2024
Q2 		$14.9K Hold
109
– – ﹤0.01% 860
2024
Q1 		$14.5K Hold
109
– – ﹤0.01% 866
2023
Q4 		$15K Hold
109
– – ﹤0.01% 934
2023
Q3 		$13.3K Sell
109
-200
-65% -$26.6K ﹤0.01% 891
2023
Q2 		$43.4K Hold
309
– – ﹤0.01% 694
2023
Q1 		$43.7K Hold
309
– – ﹤0.01% 589
2022
Q4 		$48.3K Hold
309
– – ﹤0.01% 586
2022
Q3 		$37.9K Sell
309
-10
-3% -$1.32K ﹤0.01% 609
2022
Q2 		$42.4K Buy
319
+10
+3% +$1.36K ﹤0.01% 597
2022
Q1 		$42.3K Buy
+309
New +$43.1K ﹤0.01% 610
2021
Q4 		– Sell
-409
Closed -$59.4K – 512
2021
Q3 		$59.4K Sell
409
-6
-1% -$878 ﹤0.01% 483
2021
Q2 		$54.8K Hold
415
– – ﹤0.01% 493
2021
Q1 		$53.3K Sell
415
-200
-33% -$24.6K ﹤0.01% 526
2020
Q4 		$73.3K Buy
615
+6
+1% +$731 ﹤0.01% 474
2020
Q3 		$69.7K Hold
609
– – ﹤0.01% 442
2020
Q2 		$69.4K Hold
609
– – ﹤0.01% 437
2020
Q1 		$48.9K Buy
609
+500
+459% +$51.8K ﹤0.01% 463
2019
Q4 		$11.6K Hold
109
– – ﹤0.01% 713
2019
Q3 		$11.7K Buy
+109
New +$11.2K ﹤0.01% 719

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

Bartlett & Co Wealth Management's DGX Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Quest Diagnostics (DGX) position steady in Q1 2026 at 46 shares worth $8.81K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Bartlett & Co Wealth Management first reported a position in DGX in Q3 2019 and has held it in 26 quarters since. The position peaked at $73.3K in Q4 2020. 1,063 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • Bartlett & Co Wealth Management held 46 shares of Quest Diagnostics worth $8.81K as of Q1 2026.
  • Bartlett & Co Wealth Management left its Quest Diagnostics share count unchanged in Q1 2026.
  • Quest Diagnostics made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #941 holding.
  • Bartlett & Co Wealth Management first reported a position in Quest Diagnostics in Q3 2019 and has held it in 26 quarters since.
  • Bartlett & Co Wealth Management's Quest Diagnostics position peaked at $73.3K in Q4 2020.
  • 1,063 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.