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Bruce G. Allen Investments’s Quest Diagnostics DGX Stock Holding History

Bruce G. Allen Investments’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 		$40.1K Sell
189
-18
-9% -$3.53K 0.03% 305
2026
Q1 		$40.6K Sell
207
-3
-1% -$583 0.03% 297
2025
Q4 		$36.4K Buy
210
+29
+16% +$5.28K 0.02% 316
2025
Q3 		$34.5K Hold
181
– – 0.02% 324
2025
Q2 		$32.5K Sell
181
-2
-1% -$347 0.02% 322
2025
Q1 		$31K Buy
183
+67
+58% +$11K 0.02% 321
2024
Q4 		$17.5K Buy
116
+22
+23% +$3.42K 0.01% 399
2024
Q3 		$14.6K Hold
94
– – 0.01% 427
2024
Q2 		$12.9K Sell
94
-31
-25% -$4.25K 0.01% 429
2024
Q1 		$16.6K Sell
125
-13
-9% -$1.69K 0.01% 400
2023
Q4 		$19K Buy
+138
New +$18.1K 0.02% 379

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

Bruce G. Allen Investments's DGX Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Quest Diagnostics (DGX) stake by 8.7% in Q2 2026, selling an estimated $3.53K and leaving 189 shares worth $40.1K. The position accounts for 0.03% of the portfolio, ranked #305.

Bruce G. Allen Investments first reported a position in DGX in Q4 2023 and has held it in 11 quarters since. The position peaked at $40.6K in Q1 2026. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Bruce G. Allen Investments held 189 shares of Quest Diagnostics worth $40.1K as of Q2 2026.
  • Bruce G. Allen Investments sold 18 Quest Diagnostics shares in Q2 2026, an estimated $3.53K.
  • Quest Diagnostics made up 0.03% of Bruce G. Allen Investments's portfolio in Q2 2026, its #305 holding.
  • Bruce G. Allen Investments first reported a position in Quest Diagnostics in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Quest Diagnostics position peaked at $40.6K in Q1 2026.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.