COMPASS FINANCIAL MANAGEMENT LLC’s Quest Diagnostics DGX Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 Q2	$18.6K	Buy	+88	New	+$17.3K	﹤0.01%	912

Other funds holding DGX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

COMPASS FINANCIAL MANAGEMENT LLC's DGX Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Quest Diagnostics (DGX) in Q2 2026: 88 shares worth $18.6K. The stake represents ﹤0.01% of the portfolio and ranks #912 among its holdings.

857 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 88 shares of Quest Diagnostics worth $18.6K as of Q2 2026.
Quest Diagnostics was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Quest Diagnostics made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #912 holding.
857 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.