Bogart Wealth LLC’s Quest Diagnostics DGX Stock Holding History

Bogart Wealth LLC’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	$2.86K	Sell	13 -1	-7%	-$196	﹤0.01%	1357
2026 Q1	$2.83K	Buy	14 +8	+133%	+$1.55K	﹤0.01%	1201
2025 Q4	$1.12K	Sell	6 -6	-50%	-$1.09K	﹤0.01%	1294
2025 Q3	$2.37K	Buy	12 +3	+33%	+$532	﹤0.01%	1128
2025 Q2	$1.69K	Buy	9 +3	+50%	+$521	﹤0.01%	1139
2025 Q1	$1.07K	Hold	6	–	–	﹤0.01%	1173
2024 Q4	$953	Hold	6	–	–	﹤0.01%	1206
2024 Q3	$976	Hold	6	–	–	﹤0.01%	1025
2024 Q2	$856	Sell	6 -25	-81%	-$3.42K	﹤0.01%	1013
2024 Q1	$4.16K	Sell	31 -44	-59%	-$5.71K	﹤0.01%	805
2023 Q4	$10.3K	Hold	75	–	–	﹤0.01%	614
2023 Q3	$9.14K	Sell	75 -12	-14%	-$1.6K	﹤0.01%	608
2023 Q2	$12.2K	Sell	87 -13	-13%	-$1.79K	﹤0.01%	550
2023 Q1	$14.1K	Hold	100	–	–	﹤0.01%	531
2022 Q4	$15.7K	Hold	100	–	–	﹤0.01%	471
2022 Q3	$12K	Hold	100	–	–	﹤0.01%	509
2022 Q2	$13K	Hold	100	–	–	﹤0.01%	491
2022 Q1	$14K	Hold	100	–	–	﹤0.01%	439
2021 Q4	$17K	Hold	100	–	–	﹤0.01%	390
2021 Q3	$15K	Hold	100	–	–	﹤0.01%	394
2021 Q2	$13K	Hold	100	–	–	﹤0.01%	404
2021 Q1	$13K	Hold	100	–	–	﹤0.01%	376
2020 Q4	$11K	Hold	100	–	–	﹤0.01%	305
2020 Q3	$11K	Hold	100	–	–	﹤0.01%	291
2020 Q2	$11K	Hold	100	–	–	﹤0.01%	277
2020 Q1	$8K	Buy	+100	New	+$10.4K	﹤0.01%	287

Other funds holding DGX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Bogart Wealth LLC's DGX Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Quest Diagnostics (DGX) stake by 7.1% in Q2 2026, selling an estimated $196 and leaving 13 shares worth $2.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Bogart Wealth LLC first reported a position in DGX in Q1 2020 and has held it in 26 quarters since. The position peaked at $17K in Q4 2021. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

Bogart Wealth LLC held 13 shares of Quest Diagnostics worth $2.86K as of Q2 2026.
Bogart Wealth LLC sold 1 Quest Diagnostics share in Q2 2026, an estimated $196.
Quest Diagnostics made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1357 holding.
Bogart Wealth LLC first reported a position in Quest Diagnostics in Q1 2020 and has held it in 26 quarters since.
Bogart Wealth LLC's Quest Diagnostics position peaked at $17K in Q4 2021.
1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.