CWM
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Centurion Wealth Management’s Quest Diagnostics DGX Stock Holding History

Centurion 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 		$235K Sell
1,110
-350
-24% -$68.7K 0.06% 259
2026
Q1 		$286K Sell
1,460
-1
-0.1% -$194 0.06% 240
2025
Q4 		$254K Buy
1,461
+1
+0.1% +$182 0.06% 259
2025
Q3 		$278K Buy
+1,460
New +$259K 0.06% 235

Other funds holding DGX

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Centurion Wealth Management's DGX Position: Q2 2026 in Review

Centurion Wealth Management reduced its Quest Diagnostics (DGX) stake by 24% in Q2 2026, selling an estimated $68.7K and leaving 1,110 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #259.

Centurion Wealth Management first reported a position in DGX in Q3 2025 and has held it in 4 quarters since. The position peaked at $286K in Q1 2026. 152 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Centurion Wealth Management held 1,110 shares of Quest Diagnostics worth $235K as of Q2 2026.
  • Centurion Wealth Management sold 350 Quest Diagnostics shares in Q2 2026, an estimated $68.7K.
  • Quest Diagnostics made up 0.06% of Centurion Wealth Management's portfolio in Q2 2026, its #259 holding.
  • Centurion Wealth Management first reported a position in Quest Diagnostics in Q3 2025 and has held it in 4 quarters since.
  • Centurion Wealth Management's Quest Diagnostics position peaked at $286K in Q1 2026.
  • 152 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.