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BCS Private Wealth Management’s Quest Diagnostics DGX Stock Holding History

BCS Private 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 		$392K Sell
2,000
-15
-0.7% -$2.91K 0.12% 125
2025
Q4 		$350K Buy
2,015
+90
+5% +$16.4K 0.12% 131
2025
Q3 		$367K Buy
1,925
+195
+11% +$34.6K 0.13% 117
2025
Q2 		$311K Buy
+1,730
New +$300K 0.12% 127

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

BCS Private Wealth Management's DGX Position: Q1 2026 in Review

BCS Private Wealth Management reduced its Quest Diagnostics (DGX) stake by 0.74% in Q1 2026, selling an estimated $2.91K and leaving 2,000 shares worth $392K. The position accounts for 0.12% of the portfolio, ranked #125.

BCS Private Wealth Management first reported a position in DGX in Q2 2025 and has held it in 4 quarters since. 1,063 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • BCS Private Wealth Management held 2,000 shares of Quest Diagnostics worth $392K as of Q1 2026.
  • BCS Private Wealth Management sold 15 Quest Diagnostics shares in Q1 2026, an estimated $2.91K.
  • Quest Diagnostics made up 0.12% of BCS Private Wealth Management's portfolio in Q1 2026, its #125 holding.
  • BCS Private Wealth Management first reported a position in Quest Diagnostics in Q2 2025 and has held it in 4 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.