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Burney Company’s Quest Diagnostics DGX Stock Holding History

Burney Company’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 		$748K Sell
3,530
-292
-8% -$57.3K 0.02% 401
2026
Q1 		$749K Sell
3,822
-51
-1% -$9.91K 0.02% 375
2025
Q4 		$672K Buy
3,873
+4
+0.1% +$728 0.02% 387
2025
Q3 		$737K Hold
3,869
– – 0.02% 355
2025
Q2 		$695K Sell
3,869
-1,185
-23% -$206K 0.02% 359
2025
Q1 		$855K Hold
5,054
– – 0.03% 327
2024
Q4 		$762K Buy
5,054
+506
+11% +$78.7K 0.03% 350
2024
Q3 		$706K Buy
4,548
+1
+0% +$149 0.03% 382
2024
Q2 		$622K Sell
4,547
-612
-12% -$83.8K 0.02% 387
2024
Q1 		$687K Buy
5,159
+56
+1% +$7.27K 0.03% 383
2023
Q4 		$704K Sell
5,103
-785
-13% -$103K 0.03% 372
2023
Q3 		$718K Buy
5,888
+181
+3% +$24.1K 0.03% 351
2023
Q2 		$802K Sell
5,707
-298
-5% -$41.1K 0.04% 339
2023
Q1 		$850K Sell
6,005
-1,115
-16% -$160K 0.04% 337
2022
Q4 		$1.11M Sell
7,120
-337
-5% -$48.4K 0.06% 284
2022
Q3 		$915K Buy
7,457
+1,213
+19% +$160K 0.05% 313
2022
Q2 		$830K Sell
6,244
-16
-0.3% -$2.18K 0.04% 332
2022
Q1 		$857K Sell
6,260
-5,493
-47% -$766K 0.04% 352
2021
Q4 		$2.03M Buy
11,753
+6,488
+123% +$987K 0.09% 239
2021
Q3 		$765K Buy
5,265
+157
+3% +$23K 0.04% 352
2021
Q2 		$674K Buy
5,108
+1,359
+36% +$178K 0.03% 386
2021
Q1 		$481K Sell
3,749
-258
-6% -$31.8K 0.02% 415
2020
Q4 		$478K Sell
4,007
-183
-4% -$22.3K 0.03% 380
2020
Q3 		$480K Hold
4,190
– – 0.03% 359
2020
Q2 		$477K Buy
4,190
+550
+15% +$58.3K 0.03% 347
2020
Q1 		$292K Buy
3,640
+578
+19% +$59.8K 0.02% 357
2019
Q4 		$327K Sell
3,062
-50
-2% -$5.21K 0.02% 384
2019
Q3 		$333K Hold
3,112
– – 0.02% 362
2019
Q2 		$317K Sell
3,112
-36
-1% -$3.46K 0.02% 379
2019
Q1 		$283K Buy
+3,148
New +$273K 0.02% 389

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

Burney Company's DGX Position: Q2 2026 in Review

Burney Company reduced its Quest Diagnostics (DGX) stake by 7.6% in Q2 2026, selling an estimated $57.3K and leaving 3,530 shares worth $748K. The position accounts for 0.02% of the portfolio, ranked #401.

Burney Company first reported a position in DGX in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.03M in Q4 2021. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Burney Company held 3,530 shares of Quest Diagnostics worth $748K as of Q2 2026.
  • Burney Company sold 292 Quest Diagnostics shares in Q2 2026, an estimated $57.3K.
  • Quest Diagnostics made up 0.02% of Burney Company's portfolio in Q2 2026, its #401 holding.
  • Burney Company first reported a position in Quest Diagnostics in Q1 2019 and has held it in 30 quarters since.
  • Burney Company's Quest Diagnostics position peaked at $2.03M in Q4 2021.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.