BWP
DGX icon

BSW Wealth Partners’s Quest Diagnostics DGX Stock Holding History

BSW Wealth Partners’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 		$251K Buy
+1,186
New +$233K 0.03% 283

Other funds holding DGX

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

BSW Wealth Partners's DGX Position: Q2 2026 in Review

BSW Wealth Partners opened a new position in Quest Diagnostics (DGX) in Q2 2026: 1,186 shares worth $251K. The stake represents 0.03% of the portfolio and ranks #283 among its holdings.

152 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • BSW Wealth Partners held 1,186 shares of Quest Diagnostics worth $251K as of Q2 2026.
  • Quest Diagnostics was a new BSW Wealth Partners position in Q2 2026.
  • Quest Diagnostics made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #283 holding.
  • 152 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.