Carson Wealth (CWM LLC)
DGX icon

Carson Wealth (CWM LLC)’s Quest Diagnostics DGX Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$2.7M Sell
13,772
-5,178
-27% -$1.01M 0.01% 1068
2025
Q4 		$3.29M Sell
18,950
-7,532
-28% -$1.37M 0.01% 952
2025
Q3 		$5.05M Buy
26,482
+2,629
+11% +$467K 0.02% 710
2025
Q2 		$4.29M Buy
23,853
+2,827
+13% +$491K 0.02% 643
2025
Q1 		$3.56M Sell
21,026
-725
-3% -$119K 0.01% 629
2024
Q4 		$3.28M Buy
21,751
+490
+2% +$76.2K 0.01% 588
2024
Q3 		$3.3M Buy
21,261
+1,620
+8% +$242K 0.01% 554
2024
Q2 		$2.69M Buy
19,641
+544
+3% +$74.5K 0.01% 565
2024
Q1 		$2.54M Buy
19,097
+897
+5% +$116K 0.01% 560
2023
Q4 		$2.51M Buy
18,200
+232
+1% +$30.5K 0.01% 536
2023
Q3 		$2.19M Buy
17,968
+13,284
+284% +$1.77M 0.01% 524
2023
Q2 		$658K Buy
4,684
+346
+8% +$47.7K ﹤0.01% 854
2023
Q1 		$614K Buy
4,338
+647
+18% +$92.6K ﹤0.01% 823
2022
Q4 		$577K Buy
3,691
+176
+5% +$25.3K ﹤0.01% 759
2022
Q3 		$431K Sell
3,515
-280
-7% -$36.9K ﹤0.01% 794
2022
Q2 		$505K Buy
3,795
+545
+17% +$74.3K ﹤0.01% 729
2022
Q1 		$445K Buy
3,250
+1,201
+59% +$167K ﹤0.01% 763
2021
Q4 		$355K Buy
+2,049
New +$312K ﹤0.01% 822
2021
Q2 		$74K Hold
560
– – ﹤0.01% 1244
2021
Q1 		$74K Hold
560
– – ﹤0.01% 1244
2020
Q4 		$74K Hold
560
– – ﹤0.01% 1244
2020
Q3 		$74K Hold
560
– – ﹤0.01% 1244
2020
Q2 		$74K Hold
560
– – ﹤0.01% 1244
2020
Q1 		$74K Hold
560
– – ﹤0.01% 1244
2019
Q4 		$74K Hold
560
– – ﹤0.01% 1244
2019
Q3 		$74K Hold
560
– – ﹤0.01% 1244
2019
Q2 		$74K Hold
560
– – ﹤0.01% 1244
2019
Q1 		$74K Buy
560
+225
+67% +$19.5K ﹤0.01% 1244
2018
Q4 		$28K Buy
335
+58
+21% +$5.44K ﹤0.01% 1034
2018
Q3 		$30K Buy
277
+77
+39% +$8.45K ﹤0.01% 859
2018
Q2 		$22K Hold
200
– – ﹤0.01% 813
2018
Q1 		$20K Sell
200
-93
-32% -$9.53K ﹤0.01% 708
2017
Q4 		$29K Sell
293
-7
-2% -$664 ﹤0.01% 626
2017
Q3 		$28K Buy
300
+100
+50% +$10.6K ﹤0.01% 637
2017
Q2 		$22K Hold
200
– – ﹤0.01% 618
2017
Q1 		$20K Hold
200
– – ﹤0.01% 598
2016
Q4 		$18K Hold
200
– – ﹤0.01% 600
2016
Q3 		$17K Hold
200
– – ﹤0.01% 570
2016
Q2 		$16K Sell
200
-51
-20% -$3.88K ﹤0.01% 487
2016
Q1 		$18K Buy
251
+70
+39% +$4.69K ﹤0.01% 452
2015
Q4 		$13K Sell
181
-160
-47% -$10.8K ﹤0.01% 436
2015
Q3 		$21K Buy
+341
New +$23.8K ﹤0.01% 361
2015
Q2 		– Sell
-101,085
Closed -$7.77M – 187
2015
Q1 		$7.77M Buy
101,085
+32,156
+47% +$2.3M 0.79% 46
2014
Q4 		$4.62M Buy
68,929
+47,381
+220% +$2.99M 0.56% 59
2014
Q3 		$1.31M Buy
21,548
+15,836
+277% +$976K 0.19% 119
2014
Q2 		$335K Buy
+5,712
New +$335K 0.06% 137

Other funds holding DGX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DGX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Quest Diagnostics (DGX) stake by 27% in Q1 2026, selling an estimated $1.01M and leaving 13,772 shares worth $2.7M. The position accounts for 0.01% of the portfolio, ranked #1068.

Carson Wealth (CWM LLC) first reported a position in DGX in Q2 2014 and has held it in 46 quarters since. The position peaked at $7.77M in Q1 2015. 1,065 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,772 shares of Quest Diagnostics worth $2.7M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 5,178 Quest Diagnostics shares in Q1 2026, an estimated $1.01M.
  • Quest Diagnostics made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1068 holding.
  • Carson Wealth (CWM LLC) first reported a position in Quest Diagnostics in Q2 2014 and has held it in 46 quarters since.
  • Carson Wealth (CWM LLC)'s Quest Diagnostics position peaked at $7.77M in Q1 2015.
  • 1,065 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.