Cassaday & Co Wealth Management’s Quest Diagnostics DGX Stock Holding History

Cassaday & Co Wealth Management’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	$24.7K	Hold	116	–	–	﹤0.01%	740
2026 Q1	$22.8K	Buy	+116	New	+$22.5K	﹤0.01%	765
2023 Q4	–	Sell	-1,948	Closed	-$237K	–	270
2023 Q3	$237K	Buy	+1,948	New	+$260K	0.01%	223
2023 Q2	–	Sell	-1,948	Closed	-$276K	–	259
2023 Q1	$276K	Hold	1,948	–	–	0.01%	213
2022 Q4	$305K	Buy	+1,948	New	+$280K	0.01%	196

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

Cassaday & Co Wealth Management's DGX Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Quest Diagnostics (DGX) position steady in Q2 2026 at 116 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Cassaday & Co Wealth Management first reported a position in DGX in Q4 2022 and has held it in 5 quarters since. The position peaked at $305K in Q4 2022. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

Cassaday & Co Wealth Management held 116 shares of Quest Diagnostics worth $24.7K as of Q2 2026.
Cassaday & Co Wealth Management left its Quest Diagnostics share count unchanged in Q2 2026.
Quest Diagnostics made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #740 holding.
Cassaday & Co Wealth Management first reported a position in Quest Diagnostics in Q4 2022 and has held it in 5 quarters since.
Cassaday & Co Wealth Management's Quest Diagnostics position peaked at $305K in Q4 2022.
1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.