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Belpointe Asset Management’s Quest Diagnostics DGX Stock Holding History

Belpointe Asset 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 		$1.21M Buy
+5,688
New +$1.12M 0.04% 435
2023
Q2 		– Sell
-1,850
Closed -$262K – 1241
2023
Q1 		$262K Buy
1,850
+377
+26% +$53.9K 0.01% 812
2022
Q4 		$230K Buy
1,473
+81
+6% +$11.6K 0.01% 834
2022
Q3 		$171K Buy
1,392
+94
+7% +$12.4K 0.01% 905
2022
Q2 		$172K Sell
1,298
-524
-29% -$71.4K 0.01% 886
2022
Q1 		$249K Sell
1,822
-4,016
-69% -$560K 0.02% 809
2021
Q4 		$1.01M Buy
5,838
+4,250
+268% +$647K 0.06% 315
2021
Q3 		$231K Hold
1,588
– – 0.02% 802
2021
Q2 		$209K Sell
1,588
-220
-12% -$28.8K 0.02% 821
2021
Q1 		$232K Sell
1,808
-226
-11% -$27.8K 0.02% 695
2020
Q4 		$243K Sell
2,034
-4,139
-67% -$505K 0.02% 633
2020
Q3 		$706K Buy
6,173
+342
+6% +$40.4K 0.08% 261
2020
Q2 		$664K Buy
5,831
+3,861
+196% +$410K 0.09% 240
2020
Q1 		$158K Buy
+1,970
New +$204K 0.03% 479
2019
Q2 		– Sell
-1,235
Closed -$111K – 620
2019
Q1 		$111K Buy
+1,235
New +$107K 0.02% 424
2018
Q4 		– Sell
-1,157
Closed -$125K – 526
2018
Q3 		$125K Buy
+1,157
New +$127K 0.02% 581

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

Belpointe Asset Management's DGX Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in Quest Diagnostics (DGX) in Q2 2026: 5,688 shares worth $1.21M. The stake represents 0.04% of the portfolio and ranks #435 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in DGX as recently as Q1 2023.

Belpointe Asset Management first reported a position in DGX in Q3 2018 and has held it in 16 quarters since. 1,109 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Belpointe Asset Management held 5,688 shares of Quest Diagnostics worth $1.21M as of Q2 2026.
  • Quest Diagnostics was a new Belpointe Asset Management position in Q2 2026.
  • Quest Diagnostics made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #435 holding.
  • Belpointe Asset Management first reported a position in Quest Diagnostics in Q3 2018 and has held it in 16 quarters since.
  • 1,109 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.