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Beacon Pointe Advisors’s Quest Diagnostics DGX Stock Holding History

Beacon Pointe Advisors’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 		$743K Buy
3,791
+793
+26% +$154K ﹤0.01% 1111
2025
Q4 		$520K Buy
2,998
+534
+22% +$97.2K ﹤0.01% 1063
2025
Q3 		$470K Sell
2,464
-87
-3% -$15.4K ﹤0.01% 1023
2025
Q2 		$458K Buy
2,551
+2
+0.1% +$347 ﹤0.01% 909
2025
Q1 		$431K Sell
2,549
-6
-0.2% -$986 ﹤0.01% 892
2024
Q4 		$385K Buy
2,555
+549
+27% +$85.4K ﹤0.01% 917
2024
Q3 		$311K Sell
2,006
-21
-1% -$3.14K ﹤0.01% 1008
2024
Q2 		$277K Sell
2,027
-1,201
-37% -$164K ﹤0.01% 1074
2024
Q1 		$430K Buy
3,228
+347
+12% +$45K ﹤0.01% 974
2023
Q4 		$397K Sell
2,881
-681
-19% -$89.5K ﹤0.01% 977
2023
Q3 		$434K Buy
3,562
+1,131
+47% +$151K 0.01% 929
2023
Q2 		$342K Sell
2,431
-80
-3% -$11K 0.01% 842
2023
Q1 		$355K Buy
2,511
+35
+1% +$5.01K 0.01% 867
2022
Q4 		$387K Sell
2,476
-2,142
-46% -$308K 0.01% 776
2022
Q3 		$566K Buy
4,618
+1,978
+75% +$260K 0.01% 600
2022
Q2 		$351K Sell
2,640
-7,658
-74% -$1.04M 0.01% 770
2022
Q1 		$1.41M Buy
+10,298
New +$1.44M 0.02% 526
2021
Q4 		– Sell
-2,745
Closed -$399K – 947
2021
Q3 		$399K Buy
2,745
+286
+12% +$41.8K 0.01% 605
2021
Q2 		$325K Buy
+2,459
New +$322K 0.01% 639

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

Beacon Pointe Advisors's DGX Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Quest Diagnostics (DGX) stake by 26% in Q1 2026, buying an estimated $154K and bringing the position to 3,791 shares worth $743K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Beacon Pointe Advisors first reported a position in DGX in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.41M in Q1 2022. 1,064 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • Beacon Pointe Advisors held 3,791 shares of Quest Diagnostics worth $743K as of Q1 2026.
  • Beacon Pointe Advisors bought 793 Quest Diagnostics shares in Q1 2026, an estimated $154K.
  • Quest Diagnostics made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1111 holding.
  • Beacon Pointe Advisors first reported a position in Quest Diagnostics in Q2 2021 and has held it in 19 quarters since.
  • Beacon Pointe Advisors's Quest Diagnostics position peaked at $1.41M in Q1 2022.
  • 1,064 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.