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Capital Wealth Planning’s Quest Diagnostics DGX Stock Holding History

Capital Wealth Planning’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 		$7.6M Sell
35,867
-1,127
-3% -$221K 0.04% 107
2026
Q1 		$7.25M Buy
36,994
+384
+1% +$74.6K 0.04% 102
2025
Q4 		$6.35M Buy
36,610
+117
+0.3% +$21.3K 0.04% 83
2025
Q3 		$6.95M Sell
36,493
-302
-0.8% -$53.6K 0.05% 64
2025
Q2 		$6.61M Sell
36,795
-923
-2% -$160K 0.05% 48
2025
Q1 		$6.38M Sell
37,718
-1,020
-3% -$168K 0.06% 38
2024
Q4 		$5.84M Buy
38,738
+15,946
+70% +$2.48M 0.05% 34
2024
Q3 		$3.54M Sell
22,792
-301
-1% -$45K 0.03% 53
2024
Q2 		$3.16M Buy
+23,093
New +$3.16M 0.03% 53

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

Capital Wealth Planning's DGX Position: Q2 2026 in Review

Capital Wealth Planning reduced its Quest Diagnostics (DGX) stake by 3% in Q2 2026, selling an estimated $221K and leaving 35,867 shares worth $7.6M. The position accounts for 0.04% of the portfolio, ranked #107.

Capital Wealth Planning first reported a position in DGX in Q2 2024 and has held it in 9 quarters since. 1,105 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Capital Wealth Planning held 35,867 shares of Quest Diagnostics worth $7.6M as of Q2 2026.
  • Capital Wealth Planning sold 1,127 Quest Diagnostics shares in Q2 2026, an estimated $221K.
  • Quest Diagnostics made up 0.04% of Capital Wealth Planning's portfolio in Q2 2026, its #107 holding.
  • Capital Wealth Planning first reported a position in Quest Diagnostics in Q2 2024 and has held it in 9 quarters since.
  • 1,105 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.