Canvas Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

Canvas Wealth Advisors’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	$253K	Sell	1,191 -3	-0.3%	-$589	0.04%	217
2026 Q1	$234K	Buy	+1,194	New	+$232K	0.04%	215
2024 Q2	–	Sell	-5,059	Closed	-$642K	–	156
2024 Q1	$642K	Sell	5,059 -94	-2%	-$12.2K	0.22%	60
2023 Q4	$697K	Buy	5,153 +3,394	+193%	+$446K	0.25%	55
2023 Q3	$218K	Sell	1,759 -254	-13%	-$33.8K	0.09%	116
2023 Q2	$290K	Hold	2,013	–	–	0.11%	106
2023 Q1	$284K	Sell	2,013 -6	-0.3%	-$858	0.12%	113
2022 Q4	$293K	Buy	2,019 +10	+0.5%	+$1.44K	0.12%	112
2022 Q3	$288K	Hold	2,009	–	–	0.12%	94
2022 Q2	$267K	Hold	2,009	–	–	0.11%	105
2022 Q1	$269K	Hold	2,009	–	–	0.1%	118
2021 Q4	$348K	Sell	2,009 -150	-7%	-$22.8K	0.13%	106
2021 Q3	$314K	Buy	2,159 +25	+1%	+$3.66K	0.13%	96
2021 Q2	$282K	Hold	2,134	–	–	0.13%	98
2021 Q1	$275K	Buy	+2,134	New	+$263K	0.16%	89

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

Canvas Wealth Advisors's DGX Position: Q2 2026 in Review

Canvas Wealth Advisors reduced its Quest Diagnostics (DGX) stake by 0.25% in Q2 2026, selling an estimated $589 and leaving 1,191 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #217.

Canvas Wealth Advisors first reported a position in DGX in Q1 2021 and has held it in 15 quarters since. The position peaked at $697K in Q4 2023. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

Canvas Wealth Advisors held 1,191 shares of Quest Diagnostics worth $253K as of Q2 2026.
Canvas Wealth Advisors sold 3 Quest Diagnostics shares in Q2 2026, an estimated $589.
Quest Diagnostics made up 0.04% of Canvas Wealth Advisors's portfolio in Q2 2026, its #217 holding.
Canvas Wealth Advisors first reported a position in Quest Diagnostics in Q1 2021 and has held it in 15 quarters since.
Canvas Wealth Advisors's Quest Diagnostics position peaked at $697K in Q4 2023.
1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.