Capstone Investment Advisors
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Capstone Investment Advisors’s Quest Diagnostics DGX Stock Holding History

Capstone Investment 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
2025
Q1 		– Sell
-1,000
Closed -$151K – 1465
2024
Q4 		$151K Buy
1,000
+500
+100% +$77.8K ﹤0.01% 1643
2024
Q3 		$77.6K Sell
500
-200
-29% -$29.9K ﹤0.01% 1747
2024
Q2 		$95.8K Buy
700
+200
+40% +$27.4K ﹤0.01% 1894
2024
Q1 		$66.6K Sell
500
-2,600
-84% -$337K ﹤0.01% 2192
2023
Q4 		$427K Buy
3,100
+1,400
+82% +$184K ﹤0.01% 1418
2023
Q3 		$207K Sell
1,700
-200
-11% -$26.6K ﹤0.01% 1797
2023
Q2 		$267K Buy
1,900
+100
+6% +$13.8K ﹤0.01% 1450
2023
Q1 		$255K Sell
1,800
-2,200
-55% -$315K ﹤0.01% 1217
2022
Q4 		$626K Buy
4,000
+200
+5% +$28.7K ﹤0.01% 1061
2022
Q3 		$466K Buy
3,800
+200
+6% +$26.3K ﹤0.01% 1300
2022
Q2 		$479K Sell
3,600
-4,500
-56% -$613K ﹤0.01% 1260
2022
Q1 		$1.11M Sell
8,100
-6,700
-45% -$934K ﹤0.01% 1275
2021
Q4 		$2.56M Buy
14,800
+800
+6% +$122K ﹤0.01% 1045
2021
Q3 		$2.03M Buy
14,000
+2,400
+21% +$351K ﹤0.01% 1183
2021
Q2 		$1.53M Sell
11,600
-2,800
-19% -$367K ﹤0.01% 1109
2021
Q1 		$1.85M Buy
14,400
+9,500
+194% +$1.17M 0.01% 960
2020
Q4 		$584K Sell
4,900
-8,100
-62% -$987K ﹤0.01% 1217
2020
Q3 		$1.49M Buy
13,000
+4,900
+60% +$579K 0.01% 907
2020
Q2 		$923K Buy
8,100
+5,100
+170% +$541K 0.01% 944
2020
Q1 		$241K Sell
3,000
-3,600
-55% -$373K ﹤0.01% 995
2019
Q4 		$705K Sell
6,600
-1,100
-14% -$115K ﹤0.01% 1080
2019
Q3 		$824K Sell
7,700
-400
-5% -$41.1K 0.01% 986
2019
Q2 		$825K Buy
8,100
+600
+8% +$57.7K 0.01% 1000
2019
Q1 		$674K Buy
7,500
+4,700
+168% +$407K 0.01% 927
2018
Q4 		$233K Buy
2,800
+1,600
+133% +$150K ﹤0.01% 1000
2018
Q3 		$129K Buy
+1,200
New +$132K ﹤0.01% 1097
2014
Q2 		– Sell
-71,800
Closed -$4.16M – 414
2014
Q1 		$4.16M Sell
71,800
-11,700
-14% -$627K 0.05% 187
2013
Q4 		$4.47M Buy
+83,500
New +$4.95M 0.05% 219

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 $3.38T AUM 44.17% 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

Capstone Investment Advisors's DGX Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Quest Diagnostics (DGX) in Q2 2026: 2,836 shares worth $601K. The stake represents ﹤0.01% of the portfolio and ranks #1156 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in DGX as recently as Q3 2025.

Capstone Investment Advisors first reported a position in DGX in Q4 2013 and has held it in 25 quarters since. The position peaked at $2.41M in Q4 2013. 1,111 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Capstone Investment Advisors held 2,836 shares of Quest Diagnostics worth $601K as of Q2 2026.
  • Quest Diagnostics was a new Capstone Investment Advisors position in Q2 2026.
  • Quest Diagnostics made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1156 holding.
  • Capstone Investment Advisors first reported a position in Quest Diagnostics in Q4 2013 and has held it in 25 quarters since.
  • Capstone Investment Advisors's Quest Diagnostics position peaked at $2.41M in Q4 2013.
  • 1,111 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.