Bellevue Group’s Quest Diagnostics DGX Stock Holding History

Bellevue Group’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	$27.8K	Hold	131	–	–	﹤0.01%	147
2026 Q1	$25.7K	Sell	131 -7,149	-98%	-$1.39M	﹤0.01%	152
2025 Q4	$1.26M	Sell	7,280 -25,735	-78%	-$4.69M	0.02%	110
2025 Q3	$6.29M	Sell	33,015 -15,552	-32%	-$2.76M	0.13%	70
2025 Q2	$8.72M	Buy	+48,567	New	+$8.44M	0.19%	68
2023 Q4	–	Sell	-1,324	Closed	-$161K	–	165
2023 Q3	$161K	Sell	1,324 -618	-32%	-$82.3K	﹤0.01%	145
2023 Q2	$273K	Buy	1,942 +1,072	+123%	+$148K	﹤0.01%	144
2023 Q1	$123K	Buy	+870	New	+$124K	﹤0.01%	149
2022 Q1	–	Sell	-15,250	Closed	-$2.64M	–	183
2021 Q4	$2.64M	Buy	15,250 +2,250	+17%	+$342K	0.03%	142
2021 Q3	$1.89M	Buy	+13,000	New	+$1.9M	0.02%	151
2021 Q1	–	Sell	-6,749	Closed	-$804K	–	224
2020 Q4	$804K	Sell	6,749 -53,256	-89%	-$6.49M	0.01%	158
2020 Q3	$6.87M	Hold	60,005	–	–	0.09%	121
2020 Q2	$6.84M	Buy	+60,005	New	+$6.36M	0.1%	120

Other funds holding DGX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bellevue Group's DGX Position: Q2 2026 in Review

Bellevue Group held its Quest Diagnostics (DGX) position steady in Q2 2026 at 131 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #147.

Bellevue Group first reported a position in DGX in Q2 2020 and has held it in 13 quarters since. The position peaked at $8.72M in Q2 2025. 1,012 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

Bellevue Group held 131 shares of Quest Diagnostics worth $27.8K as of Q2 2026.
Bellevue Group left its Quest Diagnostics share count unchanged in Q2 2026.
Quest Diagnostics made up ﹤0.01% of Bellevue Group's portfolio in Q2 2026, its #147 holding.
Bellevue Group first reported a position in Quest Diagnostics in Q2 2020 and has held it in 13 quarters since.
Bellevue Group's Quest Diagnostics position peaked at $8.72M in Q2 2025.
1,012 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Bellevue Group's 13F filing for Q2 2026, filed 14 Aug 2026.