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Clayton Financial Group’s Quest Diagnostics DGX Stock Holding History

Clayton Financial Group’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 		– Sell
-19
Closed -$3.72K – 200
2026
Q1 		$3.72K Hold
19
– – ﹤0.01% 361
2025
Q4 		$3.3K Buy
+19
New +$3.46K ﹤0.01% 377

Other funds holding DGX

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Clayton Financial Group's DGX Position: Q2 2026 in Review

Clayton Financial Group sold out of Quest Diagnostics (DGX) in Q2 2026, closing a stake of 19 shares — an estimated $3.72K sold.

Clayton Financial Group first reported a position in DGX in Q4 2025 and held it in 2 quarters. The position peaked at $3.72K in Q1 2026. 405 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Clayton Financial Group reported no remaining Quest Diagnostics position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 19 Quest Diagnostics shares in Q2 2026, an estimated $3.72K.
  • Clayton Financial Group first reported a position in Quest Diagnostics in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Quest Diagnostics position peaked at $3.72K in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.