Braun Stacey Associates’s Quest Diagnostics DGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$32.7M Sell
154,396
-2,436
-2% -$478K 0.93% 39
2026
Q1
$30.7M Buy
156,832
+2,978
+2% +$579K 1.02% 30
2025
Q4
$26.7M Sell
153,854
-515
-0.3% -$93.8K 0.87% 41
2025
Q3
$29.4M Buy
154,369
+18,417
+14% +$3.27M 0.96% 31
2025
Q2
$24.4M Buy
+135,952
New +$23.6M 0.88% 45

Other funds holding DGX

Braun Stacey Associates's DGX Position: Q2 2026 in Review

Braun Stacey Associates reduced its Quest Diagnostics (DGX) stake by 1.6% in Q2 2026, selling an estimated $478K and leaving 154,396 shares worth $32.7M. The position accounts for 0.93% of the portfolio, ranked #39.

Braun Stacey Associates first reported a position in DGX in Q2 2025 and has held it in 5 quarters since. 1,107 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Braun Stacey Associates held 154,396 shares of Quest Diagnostics worth $32.7M as of Q2 2026.
  • Braun Stacey Associates sold 2,436 Quest Diagnostics shares in Q2 2026, an estimated $478K.
  • Quest Diagnostics made up 0.93% of Braun Stacey Associates's portfolio in Q2 2026, its #39 holding.
  • Braun Stacey Associates first reported a position in Quest Diagnostics in Q2 2025 and has held it in 5 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Braun Stacey Associates's 13F filing for Q2 2026, filed 5 Aug 2026.