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

Bay 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 		$5.3K Buy
25
+7
+39% +$1.37K ﹤0.01% 413
2026
Q1 		$3.53K Buy
18
+3
+20% +$583 ﹤0.01% 417
2025
Q4 		$2.6K Buy
15
+6
+67% +$1.09K ﹤0.01% 425
2025
Q3 		$1.72K Buy
9
+2
+29% +$355 ﹤0.01% 395
2025
Q2 		$1.26K Buy
7
+4
+133% +$695 ﹤0.01% 400
2025
Q1 		$507 Buy
+3
New +$493 ﹤0.01% 427

Other funds holding DGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

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

Bay Harbor Wealth Management increased its Quest Diagnostics (DGX) stake by 39% in Q2 2026, buying an estimated $1.37K and bringing the position to 25 shares worth $5.3K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Bay Harbor Wealth Management first reported a position in DGX in Q1 2025 and has held it in 6 quarters since. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Bay Harbor Wealth Management held 25 shares of Quest Diagnostics worth $5.3K as of Q2 2026.
  • Bay Harbor Wealth Management bought 7 Quest Diagnostics shares in Q2 2026, an estimated $1.37K.
  • Quest Diagnostics made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #413 holding.
  • Bay Harbor Wealth Management first reported a position in Quest Diagnostics in Q1 2025 and has held it in 6 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.