Centerpoint Advisors’s Quest Diagnostics DGX Stock Holding History

Centerpoint 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
2026 Q2	$25K	Sell	116 -1	-0.9%	-$196	0.01%	227
2026 Q1	$23K	Hold	117	–	–	0.01%	216
2025 Q4	$20K	Hold	117	–	–	0.01%	251
2025 Q3	$22K	Buy	117 +6	+5%	+$1.06K	0.01%	231
2025 Q2	$20K	Hold	111	–	–	0.01%	242
2025 Q1	$19K	Sell	111 -251	-69%	-$41.2K	0.01%	248
2024 Q4	$55K	Hold	362	–	–	0.02%	166
2024 Q3	$56K	Hold	362	–	–	0.02%	163
2024 Q2	$50K	Buy	362 +123	+51%	+$16.8K	0.02%	172
2024 Q1	$32K	Hold	239	–	–	0.01%	199
2023 Q4	$33K	Hold	239	–	–	0.01%	183
2023 Q3	$29K	Sell	239 -2	-0.8%	-$266	0.01%	190
2023 Q2	$34K	Hold	241	–	–	0.01%	191
2023 Q1	$34K	Hold	241	–	–	0.01%	193
2022 Q4	$38K	Buy	241 +121	+101%	+$17.4K	0.02%	161
2022 Q3	$15K	Hold	120	–	–	0.01%	196
2022 Q2	$16K	Hold	120	–	–	0.01%	202
2022 Q1	$16K	Hold	120	–	–	0.01%	205
2021 Q4	$21K	Hold	120	–	–	0.01%	179
2021 Q3	$17K	Hold	120	–	–	0.01%	170
2021 Q2	$16K	Hold	120	–	–	0.01%	175
2021 Q1	$15K	Hold	120	–	–	0.01%	147
2020 Q4	$14K	Hold	120	–	–	0.01%	143
2020 Q3	$14K	Hold	120	–	–	0.01%	134
2020 Q2	$14K	Hold	120	–	–	0.01%	140
2020 Q1	$10K	Buy	+120	New	+$12.4K	0.01%	147

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

Centerpoint Advisors's DGX Position: Q2 2026 in Review

Centerpoint Advisors reduced its Quest Diagnostics (DGX) stake by 0.85% in Q2 2026, selling an estimated $196 and leaving 116 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #227.

Centerpoint Advisors first reported a position in DGX in Q1 2020 and has held it in 26 quarters since. The position peaked at $56K in Q3 2024. 1,105 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

Centerpoint Advisors held 116 shares of Quest Diagnostics worth $25K as of Q2 2026.
Centerpoint Advisors sold 1 Quest Diagnostics share in Q2 2026, an estimated $196.
Quest Diagnostics made up 0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #227 holding.
Centerpoint Advisors first reported a position in Quest Diagnostics in Q1 2020 and has held it in 26 quarters since.
Centerpoint Advisors's Quest Diagnostics position peaked at $56K in Q3 2024.
1,105 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.