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Cape Investment Advisory’s Quest Diagnostics DGX Stock Holding History

Cape Investment Advisory’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 		$3.81K Buy
+18
New +$3.53K ﹤0.01% 1102
2026
Q1 		– Sell
-2
Closed -$347 – 438
2025
Q4 		$347 Hold
2
– – ﹤0.01% 1266
2025
Q3 		$381 Buy
+2
New +$355 ﹤0.01% 790

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

Cape Investment Advisory's DGX Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Quest Diagnostics (DGX) in Q2 2026: 18 shares worth $3.81K. The stake represents ﹤0.01% of the portfolio and ranks #1102 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in DGX as recently as Q4 2025.

Cape Investment Advisory first reported a position in DGX in Q3 2025 and has held it in 3 quarters since. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Cape Investment Advisory held 18 shares of Quest Diagnostics worth $3.81K as of Q2 2026.
  • Quest Diagnostics was a new Cape Investment Advisory position in Q2 2026.
  • Quest Diagnostics made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1102 holding.
  • Cape Investment Advisory first reported a position in Quest Diagnostics in Q3 2025 and has held it in 3 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.